SetSchedule integration with kvCORE
How to Create kvCORE contacts from new SetSchedule opportunities
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 kvCORE contacts from new SetSchedule opportunities" 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 kvCORE integrations
kvCORE actions
Nekton can use any feature that is available in kvCORE API.
Using our advanced AI, you can easily create custom automations for kvCORE.
Here are some typical actions you can do in your automated workflows.
Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
Update Contact
Updates a new contact within an account.
Campaign Action
Triggers when a campaign action runs for a specific Flow ID.
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.