FreshBooks integration with LoyaltyLoop
How to Submit customer data in LoyaltyLoop when new clients are added in Freshbooks
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 "Submit customer data in LoyaltyLoop when new clients are added in Freshbooks" 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 LoyaltyLoop integrations
LoyaltyLoop actions
Nekton can use any feature that is available in LoyaltyLoop API.
Using our advanced AI, you can easily create custom automations for LoyaltyLoop.
Here are some typical actions you can do in your automated workflows.
Submit Customer Data
Submit customer data for the survey you specify.
New Response
Triggers when a new response is created.
New Response (Extended)
About LoyaltyLoop
LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.