Microsoft Outlook integration with JobProgress
How to Create JobProgress customers from new Microsoft Outlook contacts
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 JobProgress customers from new Microsoft Outlook contacts" 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 JobProgress integrations
JobProgress actions
Nekton can use any feature that is available in JobProgress API.
Using our advanced AI, you can easily create custom automations for JobProgress.
Here are some typical actions you can do in your automated workflows.
Add Document
This action will add the documents
Create Lead
Creates a Lead on the APP
Create Customer
Create a Customer in jobprogress
Update Lead
Update a Lead which is already created
New Customer
New Customer from jobprogress
New Lead
New Lead from JobProgress
About JobProgress
JobProgress is a business productivity platform for all home improvement contractors