Salesforce integration with MRPeasy
How to Create MRPeasy customer orders from new records in Salesforce
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 MRPeasy customer orders from new records in Salesforce" 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 MRPeasy integrations
MRPeasy actions
Nekton can use any feature that is available in MRPeasy API.
Using our advanced AI, you can easily create custom automations for MRPeasy.
Here are some typical actions you can do in your automated workflows.
Update Customer Order
Update a customer order
Create Customer Order
Create a customer order
Search Customer Order
Find a customer order
Customer Order Status Changed
Triggers when the status of a customer order changes.
About MRPeasy
MRPeasy is a cloud-based MRP system for small manufacturers (10 - 200 employees)