Kagent integration with Follow Up Boss
How to Create or update Follow Up Boss contacts from new Kagent open house sign ins
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 or update Follow Up Boss contacts from new Kagent open house sign ins" 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 Kagent integrations
Kagent actions
Nekton can use any feature that is available in Kagent API.
Using our advanced AI, you can easily create custom automations for Kagent.
Here are some typical actions you can do in your automated workflows.
New Open House Sign In
Triggers when someone signs in to your open house.
New Survey Response
Triggers when a new survey response is submitted.
About Kagent
Smart Sign-in Sheets for Open Houses - Create follow-up surveys and maximize booked meetings.