Salesforce integration with Chanty
How to Create Chanty private messages for new Salesforce leads
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 Chanty private messages for new Salesforce leads" 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 Chanty integrations
Chanty actions
Nekton can use any feature that is available in Chanty API.
Using our advanced AI, you can easily create custom automations for Chanty.
Here are some typical actions you can do in your automated workflows.
Create a New Private Message
Creates a message in a Private conversation.
Create a New Public Message
Creates a message in a Public conversation.
New Conversation
Triggers on a new conversation created in your team space.
New Public Message
Triggers on a new message in a Public conversation.
New Private Message
Triggers on a new message in a Private conversation.
Task Assignment
Triggers when a task was assigned to you.
About Chanty
Chanty is a simple AI-powered team chat to make your team super productive. Applets let you automate tasks, free time from switching between multiple apps, and accumulate collaborative efforts in a single place.