Google Sheets integration with PST
How to Create PST cases and update new Google Sheets rows
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create PST cases and update new Google Sheets rows" 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 PST integrations
PST actions
Nekton can use any feature that is available in PST API.
Using our advanced AI, you can easily create custom automations for PST.
Here are some typical actions you can do in your automated workflows.
Create Entity
Creates an Entity (Client/Attorney/Server)
Create Entity Contact
Creates a new Entity (Client/Attorney/Server) Contact
Find Attachment
Finds an Attachment
Get Case Attachments
Gets a Case's Attachments information
Find Entities by Login
Finds the Entities (Client/Attorney/Server) associated with login credentials
Find Job
Finds the requested Job
About PST
Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.