Proposify integration with Outbound. by Why Bravo
How to Create activities in Outbound. by Why Bravo from new proposals sent in Proposify
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 activities in Outbound. by Why Bravo from new proposals sent in Proposify" 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 Outbound. by Why Bravo integrations
Outbound. by Why Bravo actions
Nekton can use any feature that is available in Outbound. by Why Bravo API.
Using our advanced AI, you can easily create custom automations for Outbound. by Why Bravo.
Here are some typical actions you can do in your automated workflows.
Find Action
Finds a action based on name.
Create Activity
Creates a new activity, Designed to be triggered from your CRM into Outbound.
Find Player
Finds a player based on Outbound ID, name or email.
New Activity
Triggers when a new activity is created.
About Outbound. by Why Bravo
Outbound. is a sales enablement platform, designed to use gamification to promote and rapidly grow your teams outbound activities and reward your team how they want to be rewarded.