ClientSuccess integrations
Use Nekton to connect ClientSuccess with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate ClientSuccess integrations with Nekton
Create automations that integrate ClientSuccess with other services
Nekton AI can integrate ClientSuccess with many online apps and tools.
Here are some popular integrations you can try to automate your ClientSuccess workflows:
ClientSuccess actions
Nekton can use any feature that is available in ClientSuccess API.
Using our advanced AI, you can easily create custom automations for ClientSuccess.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact within a client.
Create Engagement Interaction
Creates a new engagement interaction on a client.
Create Subscription
Creates a new subscription.
Find Client by External ID
Finds an existing client in your account by external ID.
Find Contact
Finds an existing contact in your account.
Find Contact
Find a contact by email. Optionally, create one if none are found.
Create Client
Creates a new client.
Create Contract
Creates a new contract.
Create Pulse
Creates a new pulse on a client.
Create Task
Creates a new task.
Find Client by ID
Finds an existing client in your account by ID.
Find Client
Find a client by the external ID. Optionally, create one if none are found.
New Client
Triggers when a new client is added.
New Contract
Triggers when a new contract is added to a client.
New Pulse
Triggers when a new pulse is added to a client.
New Task
Triggers when a new task is added to a client.
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user/employee is added to your organization.
About ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.