CompanyHub integration with CompanyHub
How to Add notes to CompanyHub contacts when new TextMagic messages are received
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 "Add notes to CompanyHub contacts when new TextMagic messages are received" 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 CompanyHub integrations
CompanyHub actions
Nekton can use any feature that is available in CompanyHub API.
Using our advanced AI, you can easily create custom automations for CompanyHub.
Here are some typical actions you can do in your automated workflows.
Create Quote
Creates a quote with line items.
Create Sales Order
Creates a new Sales Order with line Items.
Update Record
Updates a record in specified table.
Find or Create Record in a Table
Find or Create Record in a Table
Create Note
Creates a note for a record of specified table.
Create a Record (Custom Table)
Creates a new record in custom table.
About CompanyHub
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.