Zendesk Sell integration with Zendesk Sell
How to Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage
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 "Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage" 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 OneLocal LocalReferrals integrations
OneLocal LocalReferrals actions
Nekton can use any feature that is available in OneLocal LocalReferrals API.
Using our advanced AI, you can easily create custom automations for OneLocal LocalReferrals.
Here are some typical actions you can do in your automated workflows.
Invite Advocate
Invite a contact to join your referral program as an advocate.
Invite Friend
Invite a contact to join your referral program as a friend.
Enroll Advocate
Register a contact as an advocate in your referral program.
Create Referral
Create a new referral.
New Referral
Triggers when a new referral is created.
About OneLocal LocalReferrals
LocalReferrals by OneLocal allows you to create a fully customized referral program so you can generate more business from your customers.