FlowFloorHQ integration with Pipedrive
How to Create an organization in pipedrive from new customers in FlowfloorHQ
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 an organization in pipedrive from new customers in FlowfloorHQ" 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 FlowFloorHQ integrations
FlowFloorHQ actions
Nekton can use any feature that is available in FlowFloorHQ API.
Using our advanced AI, you can easily create custom automations for FlowFloorHQ.
Here are some typical actions you can do in your automated workflows.
Create Deal
Creates a new deal.
Create Lead
Creates a new lead.
Create or Find Lead
Create or find lead
Create Notification
Creates a new notification.
Get Customer by ID
Find a customer by its ID
Get Deal by ID
Find a deal by its ID
About FlowFloorHQ
FlowFloorHQ really simplifies our billing process and allows us to easily generate all our monthly invoices and track the payments.