Eventdex integration with Salesforce
How to Create Salesforce leads from new Eventdex registrations
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 leads from new Eventdex registrations" 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 Eventdex integrations
Eventdex actions
Nekton can use any feature that is available in Eventdex API.
Using our advanced AI, you can easily create custom automations for Eventdex.
Here are some typical actions you can do in your automated workflows.
Create New Attendees
Create New Attendees in Eventdex.
All New Event Leads
Triggers when a lead is inserted and get all the Leads for a particular event from Eventdex.
Events List
Triggers when an event is created and get all the event details for an Event Admin/Event Organizer/Attendee.
Get Checkins
Triggers when New Attendee is checked in to Eventdex.
New Attendees
Triggers when an Attendee registered in Eventdex.
Get Order Information
Triggers when a new person is registered for an event and gets all the orders and payment information.
About Eventdex
At Eventdex we provide a cloud platform and mobile apps for Business to Business events.