Pipedrive integration with Nextiva
How to Create Nextiva contacts from new Pipedrive persons
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 Nextiva contacts from new Pipedrive persons" 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 Nextiva integrations
Nextiva actions
Nekton can use any feature that is available in Nextiva API.
Using our advanced AI, you can easily create custom automations for Nextiva.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new personal contact.
Find Contact
Find a contact by name or phone number. Optionally, create one if none are found.
Find Contact
Find a contact by name or phone number.
New Missed Call
Triggers when a new call is missed.
New Received Call
Triggers when a new call is received.
New Contact
Triggers when a new personal contact is added.
About Nextiva
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