eTermin integration with Salesforce
How to Create Salesforce tasks from new eTermin appointments
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 Salesforce tasks from new eTermin appointments" 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 eTermin integrations
eTermin actions
Nekton can use any feature that is available in eTermin API.
Using our advanced AI, you can easily create custom automations for eTermin.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Create Voucher
Creates a new voucher.
New Appointment Booking
Triggers when a new appointment is booked through your appointment booking page or an appointment was manually created in the eTermin calendar.
Appointment Deleted
Triggers when an appointment get's deleted.
About eTermin
eTermin allows your customers to access all available appointments online and book one directly - 7 days a week, around the clock.