PreciseFP integration with SMS by Nekton
How to Send SMS messages for new PreciseFP completed engagements
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 SMS messages for new PreciseFP completed engagements" 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 PreciseFP integrations
PreciseFP actions
Nekton can use any feature that is available in PreciseFP API.
Using our advanced AI, you can easily create custom automations for PreciseFP.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates a new client or prospect account.
Find Account
Finds a client or prospect account.
Find or Create Account
Find or Create Account
Create Form Engagement
Engages a client or co-client with the desired form template.
Find Account by Id
Finds a client or prospect account by ID.
Find or Create Account
Find or Create Account
About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.