Salesforce integration with Notud
How to Add new Salesforce contacts to Notud
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 Salesforce contacts to Notud" 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 Notud integrations
Notud actions
Nekton can use any feature that is available in Notud API.
Using our advanced AI, you can easily create custom automations for Notud.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact in Notud.
Deactivate Contact
Deactivates a contact if available.
Create or Update Contact
Creates or updates contact details as applicable.
Update Contact
Updates contact details if available.
New Note
Triggers when a new contact note is created in Notud.
Update Note
Triggers when a contact note is updated (saved).
About Notud
Notud is cloud note-taking for small business. Handwrite on your tablet or iPad and your notes save instantly to a client file.