FreshBooks integration with Boast
How to Enroll contacts in sequence in Boast for new FreshBooks clients
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Enroll contacts in sequence in Boast for new FreshBooks clients" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Boast integrations
Boast actions
Nekton can use any feature that is available in Boast API.
Using our advanced AI, you can easily create custom automations for Boast.
Here are some typical actions you can do in your automated workflows.
Find or Create Contact
Finds or creates a contact in Boast
Enroll Contact in Sequence
Enroll a contact in a sequence. Contacts can be located by ID, email, mobile phone or created.
Find Contact
Finds a contact based on email.
Create Contact
Creates a contact in Boast
Remove Contact From Sequence
Remove contact from sequence in Boast. Contacts can be located by ID, email, mobile phone or created.
Remove Contact From All Sequences
Remove contact from all sequences in your Boast account
About Boast
Boast is the easiest way to collect, manage, and display testimonials for your business