Greetly integration with OfficeRnD
How to Create opportunities in OfficeRnD from new Greetly check ins
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 opportunities in OfficeRnD from new Greetly check ins" 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 Greetly integrations
Greetly actions
Nekton can use any feature that is available in Greetly API.
Using our advanced AI, you can easily create custom automations for Greetly.
Here are some typical actions you can do in your automated workflows.
Create Visitor Log
Creates a record in the visitor log.
Create User
Creates a new user.
Update User
Updates a user.
Visitor Preregistration
Preregister a visitor before they visit.
Deactivate User
Deactivates a user.
New Check In
Triggers when there is a new check in.
About Greetly
Greetly is a digital receptionist app that greets visitors to your workplace.