Wix Automations integration with Planports
How to Create new Planports leads when Wix Automations rules are triggered
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 new Planports leads when Wix Automations rules are triggered" 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 Planports integrations
Planports actions
Nekton can use any feature that is available in Planports API.
Using our advanced AI, you can easily create custom automations for Planports.
Here are some typical actions you can do in your automated workflows.
Create Task
Creates a new task
Create Lead
Creates a new lead and sends a notification to Planports users.
Get Contact
Triggers when a new contact is created.
About Planports
Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting