Salesforce integration with Innform
How to Add new Salesforce users to Innform
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce users to Innform" 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 Innform integrations
Innform actions
Nekton can use any feature that is available in Innform API.
Using our advanced AI, you can easily create custom automations for Innform.
Here are some typical actions you can do in your automated workflows.
Freeze User
Freezes an User
Create User
Invite a new user
Unfreeze User
Unfreezes an User
Assignment Completed
Triggers when an assignment was completed.
Overdue Assignment
Triggers when an assignment is overdue.
New User
Triggers when a new user is created.
About Innform
Innform is a hassle-free online training platform.