c2a integration with c2a
How to Find accounts and create deals in c2a from newly pushed Slack messages
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 "Find accounts and create deals in c2a from newly pushed Slack messages" 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 c2a integrations
c2a actions
Nekton can use any feature that is available in c2a API.
Using our advanced AI, you can easily create custom automations for c2a.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates new Activity
Create Contact
Creates a Contact
Create Lead
Creates new Lead
Make Call
Creates a Call from Your terminal to specified phone number
Find Account
Finds an Account using name, additional identified field 1-4, PESEL, NIP or External ID.
Find Deal
Finds a Deal using description, Internal ID, External ID or account name.
About c2a
The c2a system was created for Contact Center offices to support, automate calls and other communication channels.