Pitchbox integration with Pitchbox
How to Update custom fields in Pitchbox when new opportunity tags are added
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 "Update custom fields in Pitchbox when new opportunity tags are added" 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 Pitchbox integrations
Pitchbox actions
Nekton can use any feature that is available in Pitchbox API.
Using our advanced AI, you can easily create custom automations for Pitchbox.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
Creates a new opportunity.
Create Task
Creates a new task.
Change Opportunity Milestone
Changes an opportunity's milestone.
Get Campaign Info
Returns information about a campaign.
Get Email Account Info
Returns information about a connected email account.
Get Opportunity Info
Returns information about an opportunity.
About Pitchbox
Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.