GovSpend integration with Salesforce
How to Update agencies and create contacts in Salesforce when purchase orders receive new tags in GovSpend
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 "Update agencies and create contacts in Salesforce when purchase orders receive new tags in GovSpend" 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 GovSpend integrations
GovSpend actions
Nekton can use any feature that is available in GovSpend API.
Using our advanced AI, you can easily create custom automations for GovSpend.
Here are some typical actions you can do in your automated workflows.
Bid Tagged
Triggers when a bid is tagged in GovSpend.
PO Tagged
Triggers when a PO (Purchase Order) is tagged in GovSpend.
Contact Tagged
Triggers when a contact is tagged in GovSpend.
About GovSpend
GovSpend is a tool that allows agencies and companies to view purchases, bids, contracts, and much more.