Proposify integration with Callexa Feedback
How to Send surveys through Callexa Feedback when proposals at Proposify are won
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 "Send surveys through Callexa Feedback when proposals at Proposify are won" 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 Callexa Feedback integrations
Callexa Feedback actions
Nekton can use any feature that is available in Callexa Feedback API.
Using our advanced AI, you can easily create custom automations for Callexa Feedback.
Here are some typical actions you can do in your automated workflows.
Add Recipient
Adds a recipient to a survey.
New Reply
Triggers when a customer replies to a survey.
About Callexa Feedback
Callexa is a full-featured surveying tool based on the established Net Promoter Score. Get valuable customer feedback with minimal effort.