Pipedrive integration with Jestor
How to Onboard clients in Jestor when new deal stages update in Pipedrive
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 "Onboard clients in Jestor when new deal stages update in Pipedrive" 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 Jestor integrations
Jestor actions
Nekton can use any feature that is available in Jestor API.
Using our advanced AI, you can easily create custom automations for Jestor.
Here are some typical actions you can do in your automated workflows.
Create Record
Create new record in Jestor
Delete a Record
Triggers when a record is deleted in Jestor
Update a Record
Triggers when a record is updated in Jestor
Create a New Record
Triggers when a new record is created in Jestor
About Jestor
Jestor is an easy way to build internal tools for your company. It's a relational database powered by analytics, low-code and no-code automations.