Salesforce integration with PortalCX
How to Add new Salesforce records to portals in PortalCX
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 "Add new Salesforce records to portals in PortalCX" 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 PortalCX integrations
PortalCX actions
Nekton can use any feature that is available in PortalCX API.
Using our advanced AI, you can easily create custom automations for PortalCX.
Here are some typical actions you can do in your automated workflows.
Create Project (Dynamic)
This creates a new project portal by allowing you to dynamically create your project stages at the time the project is created.
Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
Complete a Project Stage
Completes a stage for a given project portal and sends a notification.
New Referral
Triggers when a new referral is generated from a customer portal.
About PortalCX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.