Custify integration with Trello
How to Create Trello cards when companies finish Playbook step in Custify
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".
-
Set the step description to "Create Trello cards when companies finish Playbook step in Custify" 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.
Automate Custify integrations
Custify actions
Nekton can use any feature that is available in Custify API.
Using our advanced AI, you can easily create custom automations for Custify.
Here are some typical actions you can do in your automated workflows.
Create Company
Create a company
Send NPS
Send a new NPS for an existing person matched on user_id or email
Update Company
Update a company based on company ID
Find Company
Finds a company by searching by company name.
Find or Create Company
Finds a company by searching by company name.
Send Event
Send a new event for an existing person and/or, matched on user_id or email for people and company_id for companies.
About Custify
Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.