Workiz integration with Hibu Assistant Connect
How to Add new Workiz leads as Hibu Assistant contacts
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 "Add new Workiz leads as Hibu Assistant contacts" 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 Hibu Assistant Connect integrations
Hibu Assistant Connect actions
Nekton can use any feature that is available in Hibu Assistant Connect API.
Using our advanced AI, you can easily create custom automations for Hibu Assistant Connect.
Here are some typical actions you can do in your automated workflows.
Create Appointment
Add an Appointment to a Contact, automatically creating a new Contact if it does not already exist.
Create Email Interaction
Add an Email Interaction to a Contact, automatically creating a new Contact if it does not already exist.
Create or Update Job
Creates a Job for a Contact, or updates the Job if it already exists. Automatically creates a new Contact if it does not already exist.
Create Transaction
Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
Create or Update Estimate
Creates an Estimate for a Contact, or updates the Estimate if it already exists. Automatically creates a new Contact if it does not already exist.
About Hibu Assistant Connect
Hibu Assistant Connect allows clients to connect 3rd party lists to their Hibu suite of products