Reamaze integration with Clientary
How to Create new Clientary tasks for new conversations on Reamaze
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 new Clientary tasks for new conversations on Reamaze" 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 Reamaze integrations
Reamaze actions
Nekton can use any feature that is available in Reamaze API.
Using our advanced AI, you can easily create custom automations for Reamaze.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a Contact in Reamaze.
Create Conversation
Create a new conversation on behalf of a user.
Add Message to Conversation
Adds a new message to an existing conversation.
Create SMS Contact
Create a Contact in Reamaze with an SMS mobile number.
Create SMS Conversation
Create a new SMS conversation on behalf of a user.
New Contact
Triggered when a new contact is created.
About Reamaze
Reamaze is an all-in-one helpdesk for chat, social media, SMS, and email right from your site or app.