Posh integration with Posh
How to Create Posh contacts from new Posh messages
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 Posh contacts from new Posh messages" 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 Posh integrations
Posh actions
Nekton can use any feature that is available in Posh API.
Using our advanced AI, you can easily create custom automations for Posh.
Here are some typical actions you can do in your automated workflows.
Create Contact
Updates a contact in posh portal.
Create Email Assist
Creates a new assist request tagged to your account
Message
Triggers when agent takes a message on behalf of you.
About Posh
Posh is a virtual receptionist service.