Zoho Forms integration with GuideCX
How to Create project notes in GuideCX from new Zoho Forms entries
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 project notes in GuideCX from new Zoho Forms entries" 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 GuideCX integrations
GuideCX actions
Nekton can use any feature that is available in GuideCX API.
Using our advanced AI, you can easily create custom automations for GuideCX.
Here are some typical actions you can do in your automated workflows.
Create Pending Project
A Pending Project is an object containing the default values that a GuideCX admin or project manager will have access to as they complete the project setup within the GuideCX app. A successful API request will trigger a "Pending Project" notification within the app and provide an opportunity for your project manager to verify the project details before the project is created and your customer users are notified.
Create Task Note
Creates a note on a task
Find Task
Search for a task across your organization
Create Project Note
Creates a new note on the project
Update Task Status
Updates the status of a task
About GuideCX
GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.