CROSStrax integration with Email by Nekton
How to Send outbound emails for new CROSStrax invoices
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
-
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 CROSStrax invoices" 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 CROSStrax integrations
CROSStrax actions
Nekton can use any feature that is available in CROSStrax API.
Using our advanced AI, you can easily create custom automations for CROSStrax.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a Client
Create Case
creates a new case
Find or Create Client
Finds a client when creating a new case
New Case
Triggers when a new case generated.
New Contact
Triggers when a contact is created.
New Case Note
Triggers when new note added on case.
About CROSStrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.