Eworks Manager integration with HubSpot
How to Add new Eworks Manager customers as HubSpot companies
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 "Add new Eworks Manager customers as HubSpot companies" 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 Eworks Manager integrations
Eworks Manager actions
Nekton can use any feature that is available in Eworks Manager API.
Using our advanced AI, you can easily create custom automations for Eworks Manager.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a Customer
Create Invoice
Creates a Invoice
Create Job
Creates a new Job
Create Purchase Order
Creates a Purchase Order.
Create Supplier
Creates a Supplier.
Find or Create Item
Finds an item by item code.
About Eworks Manager
Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice