Fiddle integration with Salesforce
How to Add new customers from Fiddle to Salesforce
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new customers from Fiddle to Salesforce" and then click on "Automate".
-
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 Fiddle integrations
Fiddle actions
Nekton can use any feature that is available in Fiddle API.
Using our advanced AI, you can easily create custom automations for Fiddle.
Here are some typical actions you can do in your automated workflows.
Create Customer
Create customer in Fiddle.io
Create Purchase Order
Create new Purchase Order in Fiddle
Create Supplier
Create a suppler in Fiddle
Create Inventory Item
Create new inventory item in Fiddle
Create Sales Order
Create a sales order in Fiddle
Approved Sales Orders
Triggered when sales orders are updated with approved status
About Fiddle
Inventory software for fast growing businesses.