Pipedrive integration with Flowup
How to Create Flowup service sale for filter match in Pipedrive
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 Flowup service sale for filter match in Pipedrive" 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 Flowup integrations
Flowup actions
Nekton can use any feature that is available in Flowup API.
Using our advanced AI, you can easily create custom automations for Flowup.
Here are some typical actions you can do in your automated workflows.
Create Service Sale
Create a service sale in Cash.
Update Contact
Update a contact in Cash.
Update Client
Update client registered in Cash.
About Flowup
With Flowup, you register service sales and related customer data, allowing you to control your sales in a fully integrated and online way.