Collect integration with Email by Nekton
How to Send outbound emails for new Collect requests with Email by Nekton
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 outbound emails for new Collect requests with Email by Nekton" 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 Collect integrations
Collect actions
Nekton can use any feature that is available in Collect API.
Using our advanced AI, you can easily create custom automations for Collect.
Here are some typical actions you can do in your automated workflows.
Send Request
Creates a request
Find Request
Finds a request by request ID or by contact email address
Update Request
Updates an existing Request
Request Completed
Triggers when a request is completed.
New Document Uploaded
Triggers when a new document is uploaded, when an item is validated or when a request is completed.
It will trigger for each document that have been uploaded.
You can optionally choose when it should be trigger. By default it will be triggered when the request is completed.
Request Status Changed
Triggers when a request changes status.
About Collect
Collect helps team to put documents and data collection on autopilot.