Revaluate integration with Rocket Agents
How to Add Rocket Agents notes for new contact ascends 80 in Revaluate
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 "Add Rocket Agents notes for new contact ascends 80 in Revaluate" 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 Rocket Agents integrations
Rocket Agents actions
Nekton can use any feature that is available in Rocket Agents API.
Using our advanced AI, you can easily create custom automations for Rocket Agents.
Here are some typical actions you can do in your automated workflows.
Add Call Notes
Adds a call note to a lead.
Create Lead
Creates a new lead.
Add Notes
Adds a note to a lead.
Update Lead
Updates an existing lead.
New Call Note
Triggers when a call note is added.
New Note
Triggers when a note is added.
About Rocket Agents
RocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM