Invivox integration with Salesforce
How to Create Salesforce records from new Invivox registrations
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 Salesforce records from new Invivox registrations" 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 Invivox integrations
Invivox actions
Nekton can use any feature that is available in Invivox API.
Using our advanced AI, you can easily create custom automations for Invivox.
Here are some typical actions you can do in your automated workflows.
Create Registration
Creates a registration for an attendee on an event on Invivox
New Registration
Triggers when a new registration to a training is created.
New Training
Triggers when a new training is created on your Connect account.
About Invivox
Invivox Connect is a tool to organize online and on site courses for healthcare professionals