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 "Create Firmao customers from new Facebook Lead Ads leads" 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.
Nekton can use any feature that is available in Firmao API.
Using our advanced AI, you can easily create custom automations for Firmao.
Here are some typical actions you can do in your automated workflows.
Create Sales Opportunity
Creates a Sales Opportunity in Firmao.
Create Customer
Creates a Customer in Firmao.
Create Task
Creates a new Task in Firmao.
New Customer
Triggers when a new customer is created in Firmao.
New Task
Triggers when a new task is created in Firmao.
Sales Opportunity
Triggers when a new sales opportunity is created in Firmao.
About Firmao
CRM and ERP software for your business to manage customers and tasks.