MyDesk integration with Microsoft Outlook
How to Create draft emails in Microsoft Outlook for new MyDesk leads
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 draft emails in Microsoft Outlook for new MyDesk leads" 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 MyDesk integrations
MyDesk actions
Nekton can use any feature that is available in MyDesk API.
Using our advanced AI, you can easily create custom automations for MyDesk.
Here are some typical actions you can do in your automated workflows.
Create Address
Creates an Address.
Create Contact
Creates a Contact.
Create Task
Creates a Task.
Find Country
Finds an existing Country.
Find or Create a Company
Finds a Company.
Create Company
Creates a Company.
About MyDesk
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