Parcy integration with Salesforce
How to Create Salesforce records for new Parcy attendee registrations
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 Salesforce records for new Parcy attendee registrations" 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 Parcy integrations
Parcy actions
Nekton can use any feature that is available in Parcy API.
Using our advanced AI, you can easily create custom automations for Parcy.
Here are some typical actions you can do in your automated workflows.
Add Attendee
Adds an Attendee to a given Attendees List.
Attendee Added
Triggers when a new attendee is manually added in a list.
Attendee Registered
Triggers when a attendee is registered in a list.
About Parcy
Parcy helps you easily create live, hybrid, and virtual events that are fully customizable and personalized for each attendee.