Agile CRM integration with Ecologi
How to Plant trees with Ecologi when Agile CRM deals are marked as won
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 "Plant trees with Ecologi when Agile CRM deals are marked as won" 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 Ecologi integrations
Ecologi actions
Nekton can use any feature that is available in Ecologi API.
Using our advanced AI, you can easily create custom automations for Ecologi.
Here are some typical actions you can do in your automated workflows.
Buy Carbon Offsets
Buy some carbon offsets
Plant Trees
Plant some trees
About Ecologi
Give back to the planet by planting trees.