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 "Add a contact to Connect 365 after new InfusionSoft contact actions" 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.
Nekton can use any feature that is available in Connect 365 API.
Using our advanced AI, you can easily create custom automations for Connect 365.
Here are some typical actions you can do in your automated workflows.
Add a Contact
Adds this contact to your connect365 account contacts list.
Remove Tag From Contact
Removes the tag from an existing contact in your connect365 connections.
Add Tag to Existing Contact
Adds a tag to an existing contact in your connect365 account connections.
Unsubscribe Contact
Unsubscribes this contact for all campaigns.
New Message Bounced
Triggers when a message you tried to send, has bounced.
New Message Replied
Triggers when a connection replies to your message for this first time.
About Connect 365
Connect 365 is a sales email automation tool designed to help you deliver personal emails at scale.