Salesforce integration with Instiller
How to Add new Salesforce contacts as Instiller users
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 Salesforce contacts as Instiller users" 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 Instiller integrations
Instiller actions
Nekton can use any feature that is available in Instiller API.
Using our advanced AI, you can easily create custom automations for Instiller.
Here are some typical actions you can do in your automated workflows.
Add / Update User
Creates a new User or updates an existing record.
Trigger Workflow
Triggers a Workflow for a single User.
Find User Details
Load the details of an individual User by passing either their email address or unique reference code. All User Profile & Custom Fields are returned along with the User's Global Suppression Status.
Add / Remove Global Suppression
Set the Global Suppression preference for an individual User.
Set List Preference
Set the email preference for an individual User on a specified List.
Find Campaign Details
Search using the Campaign Code set in the web interface when the Campaign was scheduled for delivery.
About Instiller
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