Zoho CRM integration with OneClick Code
How to Create OneClick Code projects for new contacts in Zoho CRM contacts
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 OneClick Code projects for new contacts in Zoho CRM contacts" 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 OneClick Code integrations
OneClick Code actions
Nekton can use any feature that is available in OneClick Code API.
Using our advanced AI, you can easily create custom automations for OneClick Code.
Here are some typical actions you can do in your automated workflows.
Create Code Report
Creates a new code report.
About OneClick Code
OneClick Code is a tool used to quickly identify building and roofing codes relevant to home repairs for contractors, insurers, and others.