Formilla integration with Pardot
How to Create prospects in Pardot when new chat sessions in Formilla complete
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 "Create prospects in Pardot when new chat sessions in Formilla complete" 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 Formilla integrations
Formilla actions
Nekton can use any feature that is available in Formilla API.
Using our advanced AI, you can easily create custom automations for Formilla.
Here are some typical actions you can do in your automated workflows.
Chat Transcript
Triggers when a chat ends.
Offline Email
Triggers when a new offline email is submitted.
New Subscriber
Triggers when a new subscriber is submitted.
About Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.