Painel do Corretor integration with Filter by Nekton
How to Mark RD Station deals as won with new deals in Painel do Corretor
Mark RD Station deals as won whenever you get a new Painel do Corretor deal in the equivalent stage. This integration automatically updates your RD Station deals so that you can stay focused on closing.
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 "Mark RD Station deals as won with new deals in Painel do Corretor" 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 Painel do Corretor integrations
Mark RD Station deals as won whenever you get a new Painel do Corretor deal in the equivalent stage. This integration automatically updates your RD Station deals so th...
Mark RD Station deals as won whenever you get a new Painel do Corretor deal in the equivalent stage. This integration automatically updates your RD Station deals so th...
Painel do Corretor actions
Nekton can use any feature that is available in Painel do Corretor API.
Using our advanced AI, you can easily create custom automations for Painel do Corretor.
Here are some typical actions you can do in your automated workflows.
Create Deal
Creates a new Deal (Negócio).
New Contact
Triggers when a new Contact is created.
New Deal
Triggers when a new Deal (Negócio) is created.
About Painel do Corretor
The Panel do Corretor is the best CRM and quotation app to insurance brokers!