PlanOK GCI integration with Evernote
How to Create Evernote notes for new promises in PlanOK
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 Evernote notes for new promises in PlanOK" 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 PlanOK GCI integrations
PlanOK GCI actions
Nekton can use any feature that is available in PlanOK GCI API.
Using our advanced AI, you can easily create custom automations for PlanOK GCI.
Here are some typical actions you can do in your automated workflows.
Update Centralizer
Updated centralizer in GCI.
Create Tracking
Create tracking in GCI.
New Business
Triggers when a new business is detected in GCI.
New Contact A
Triggers when a new contact is detected to the centralizer.
New Contact C
Triggers when a new contact with name, project and mobile phone is detected to the centralizer.
New Payment
Triggers when a new payment is detected in GCI.
About PlanOK GCI
GCI is a real estate CRM to manage the complete sales cycle of real estate projects.