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 Grade.us mail recipients for new Service Fusion invoices" 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.
Nekton can use any feature that is available in Grade.us API.
Using our advanced AI, you can easily create custom automations for Grade.us.
Here are some typical actions you can do in your automated workflows.
Create Mail Recipient
Triggers a review invite campaign to a recipient via email or SMS.
New Customer Feedback
Triggers when a new customer feedback is received.
New Review
Triggers when a new review is collected.
About Grade.us
Grade.us is the simplest tool for businesses to gather, monitor, and manage online reviews.