Better Proposals integration with Filepass
How to Create Filepass projects when new proposals are signed in Better Proposals
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 Filepass projects when new proposals are signed in Better Proposals" 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 Filepass integrations
Filepass actions
Nekton can use any feature that is available in Filepass API.
Using our advanced AI, you can easily create custom automations for Filepass.
Here are some typical actions you can do in your automated workflows.
New Project
Create a new project.
New Comment
Triggers when a comment has been added to a file.
New Payment
Triggers when a payment has been successfully completed.
New File or Folder
Triggers when a file or folder has successfully processed.
About Filepass
Filepass is file sharing built for the audio industry.