Schedule by Nekton integration with KEA
How to Create KEA tasks every month
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create KEA tasks every month" 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 KEA integrations
KEA actions
Nekton can use any feature that is available in KEA API.
Using our advanced AI, you can easily create custom automations for KEA.
Here are some typical actions you can do in your automated workflows.
Upload File
Uploads a file to Matter, Task or Ticket
New Task
Creates a Task in KEA
New Matter
Creates a Matter
New Ticket
Creates a Ticket
About KEA
Kea is a digital legal workspace that helps individual lawyers and entire legal teams to create and deliver better legal services, together.