Gmail integration with ROAR Software
How to Create file notes in ROAR Software from new Gmail emails
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 file notes in ROAR Software from new Gmail emails" 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 ROAR Software integrations
ROAR Software actions
Nekton can use any feature that is available in ROAR Software API.
Using our advanced AI, you can easily create custom automations for ROAR Software.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create Contact in ROAR
Create File Note
Create File Note in ROAR
About ROAR Software
ROAR is the Advice Marketplace - Connecting technology to better deliver financial advice