Upsales integration with Cinode
How to Create Cinode projects from new Upsales opportunities
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Cinode projects from new Upsales opportunities" and then click on "Automate".
-
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 Cinode integrations
Cinode actions
Nekton can use any feature that is available in Cinode API.
Using our advanced AI, you can easily create custom automations for Cinode.
Here are some typical actions you can do in your automated workflows.
Add Candidate Attachment
Adds a File Attachment to the Candidate.
Create a Candidate Link
Adds a link (Uri attachment) to a Recruitment Candidate
Create a Customer Contact
Creates a new Contact on the Customer
Create Project
Add a new Project in Talent Business.
Create a Project Event Task
Adds an event of the type Task on a Project
Add Multiple Tags for Project
This action accepts addition of multiple tags for a Project.
About Cinode
Cinode is a way to run consultancies with support for sales, resourcing and skills management.