Moneypenny integration with Salesforce
How to Add new Moneypenny messages as Salesforce records
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 "Add new Moneypenny messages as Salesforce records" 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 Moneypenny integrations
Moneypenny actions
Nekton can use any feature that is available in Moneypenny API.
Using our advanced AI, you can easily create custom automations for Moneypenny.
Here are some typical actions you can do in your automated workflows.
Message Received
About Moneypenny
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.