Google Forms integration with Magentrix
How to Create entity records in Magentrix from new Google Forms responses in spreadsheets
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 entity records in Magentrix from new Google Forms responses in spreadsheets" 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 Magentrix integrations
Magentrix actions
Nekton can use any feature that is available in Magentrix API.
Using our advanced AI, you can easily create custom automations for Magentrix.
Here are some typical actions you can do in your automated workflows.
Create Entity Record
Creates a new record of your chosen Entity Type.
Find Entity Record
Searchess for an entity record.
Delete Entity Record
Deletes a record of your chosen Entity Type.
Update Entity Record
Updates a record of your chosen Entity Type.
Create the entity record
Searches for an entity record
Entity Records Updated
Triggers when a record in the entity of your choice has been updated.
About Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.