Salesforce integration with Jostle
How to Send new Salesforce records to Jostle discussions
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 "Send new Salesforce records to Jostle discussions" 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 Jostle integrations
Jostle actions
Nekton can use any feature that is available in Jostle API.
Using our advanced AI, you can easily create custom automations for Jostle.
Here are some typical actions you can do in your automated workflows.
Create Discussion Post
Create a post in a selected Discussion.
Create Task(s)
Create a task in Jostle. Automatically create duplicates for multiple assignees.
About Jostle
Jostle brings everyone together and helps each person succeed. We're an employee success platform that's replacing intranets.