Salesforce integration with Casebook
How to Create cases in Casebook from new records in Salesforce
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 "Create cases in Casebook from new records in Salesforce" 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 Casebook integrations
Casebook actions
Nekton can use any feature that is available in Casebook API.
Using our advanced AI, you can easily create custom automations for Casebook.
Here are some typical actions you can do in your automated workflows.
Create a Case
Creates a new Case in cb Engage.
Create an Intake Report
Creates a new Report in cb Intake.
About Casebook
Casebook is a platform for human and social services.