Zendesk integration with NextAgency
How to Create tasks in NextAgency for new Zendesk tickets
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 tasks in NextAgency for new Zendesk tickets" 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 NextAgency integrations
NextAgency actions
Nekton can use any feature that is available in NextAgency API.
Using our advanced AI, you can easily create custom automations for NextAgency.
Here are some typical actions you can do in your automated workflows.
Create Lead
will create lead in NextAgency.
Save Form Stack Entry
Save Form stack Entries
Save Type Form Entry
Save Type Form Entry
Create Task
Will create task in nextagency.
Save Google Form Entry
Save google form entry
Create Case
Triggers when a new case is created.
About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.