Better Proposals integration with Content Snare
How to Create Content Snare requests when new proposals are signed in Better Proposals
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 "Create Content Snare requests when new proposals are signed in Better Proposals" 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 Content Snare integrations
Content Snare actions
Nekton can use any feature that is available in Content Snare API.
Using our advanced AI, you can easily create custom automations for Content Snare.
Here are some typical actions you can do in your automated workflows.
Create Request
Creates a new request.
Create Client
Creates a new client.
All Fields Completed
Triggers when all fields are completed.
Client Updated
Triggers when the client is updated.
Field Completed
Triggers when the field is completed.
Request Completed
Triggers when the request is completed.
About Content Snare
Content Snare is a tool that helps collect content and files from clients on time without email