Google Sheets integration with iMIS (iAppConnector)
How to Update iMIS contacts with new rows in Google Sheets (Team Drive)
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 "Update iMIS contacts with new rows in Google Sheets (Team Drive)" 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 iMIS (iAppConnector) integrations
iMIS (iAppConnector) actions
Nekton can use any feature that is available in iMIS (iAppConnector) API.
Using our advanced AI, you can easily create custom automations for iMIS (iAppConnector).
Here are some typical actions you can do in your automated workflows.
Create Relationship
Creates a Relationship, Committee Role, or Organization Role.
Add/Update Panel Source
Updates a panel source defined in RiSE > Panel Designer
Add/Update Company
Create a Company record in iMIS
Search/Add Contact Record
Search for a contact using email address.
Find or Create Company Record
Finds a company in iMIS.
Add/Update Contact
Create or change a contact record in iMIS
About iMIS (iAppConnector)
iMIS is a leading Engagement Management System for associations and non-profits