Pipedrive integration with Plek
How to Send chat messages to Plek groups for new Pipedrive deals
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 "Send chat messages to Plek groups for new Pipedrive deals" 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 Plek integrations
Plek actions
Nekton can use any feature that is available in Plek API.
Using our advanced AI, you can easily create custom automations for Plek.
Here are some typical actions you can do in your automated workflows.
Create Infopage
Creates a new infopage
Remove One User or Multiple Users
Remove one user or multiple users
Send Chat Message to Group
Send a chat message to a selected group.
Create New User
Creates a new user, only admins are allowed to create new users. Make sure you have admin-rights!
Create Post
Create a new post.
About Plek
Plek is a social intranet and internal communication tool.