OneCloud integration with Salesforce
How to Find and create Salesforce records from new outbound SMS messages in OneCloud
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 "Find and create Salesforce records from new outbound SMS messages in OneCloud" 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 OneCloud integrations
OneCloud actions
Nekton can use any feature that is available in OneCloud API.
Using our advanced AI, you can easily create custom automations for OneCloud.
Here are some typical actions you can do in your automated workflows.
Send an SMS Message
Send an SMS Message
Find Voicemail Recording
Find a voicemail recording
Find Call Recording
Finds a call recording for a completed call.
Completed Call
Triggers when a call that was connected ends.
SMS Received
Triggers when a new SMS is received.
Missed Call
Triggers when a call is missed.
About OneCloud
OneCloud is a unified communications platform.