Goliath Systemer integration with Salesforce
How to Create records in Salesforce from new Goliath Systemer customers
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 records in Salesforce from new Goliath Systemer customers" 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 Goliath Systemer integrations
Goliath Systemer actions
Nekton can use any feature that is available in Goliath Systemer API.
Using our advanced AI, you can easily create custom automations for Goliath Systemer.
Here are some typical actions you can do in your automated workflows.
New Customer
Triggers when a new customer is created or edited.
New Task
Triggers when a new task is created.
New Note
Triggers when a new note is created.
About Goliath Systemer
Manage your hours, tasks, projects and forms on one platform.