Microsoft Office 365 integration with Formatter by Nekton
How to Create persons in Ezekia from new emails in Outlook
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 persons in Ezekia from new emails in Outlook" 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 Ezekia integrations
Ezekia actions
Nekton can use any feature that is available in Ezekia API.
Using our advanced AI, you can easily create custom automations for Ezekia.
Here are some typical actions you can do in your automated workflows.
Add Completion to Opportunity
Adds completion percentage to an opportunity
Add Custom Field Value to Person
Adds a custom field value to a company
Add Education to Person
Add a new education to a person
Add Note to Assignment
Creates a note on an assignment.
Add Note to Person
Creates a note on a person.
Add Person Tag to Person
Adds one or more specified person tags to one or more people
About Ezekia
Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.