Salesforce integration with OfficeRnD
How to Add new Salesforce contacts to OfficeRnD as members
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 OfficeRnD as members" 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 OfficeRnD integrations
OfficeRnD actions
Nekton can use any feature that is available in OfficeRnD API.
Using our advanced AI, you can easily create custom automations for OfficeRnD.
Here are some typical actions you can do in your automated workflows.
Create Event
Creates a new event.
Create Member
Creates a new member.
Create Opportunity
Creates an opportunity for a new member. This action allows creating a new company as well.
Create Company
Creates a new company.
Find Booking
Find booking by id or reference
Find Location
Find location by id, name or city
About OfficeRnD
OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.