Rootly integration with Salesforce
How to Update records in Salesforce from newly-created Rootly incidents
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 "Update records in Salesforce from newly-created Rootly incidents" 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 Rootly integrations
Rootly actions
Nekton can use any feature that is available in Rootly API.
Using our advanced AI, you can easily create custom automations for Rootly.
Here are some typical actions you can do in your automated workflows.
Create Incident
Creates Incident.
Get Alert
Searches Alert.
Get Pulse
Searches Pulse.
Create Alert
Creates Alert.
Create Pulse
Creates Pulse.
Get Incident
Searches Incident.
About Rootly
Rootly is an incident management platform that automates tedious manual work during incidents. 1,000's of users around the world trust Rootly daily to create a simple, consistent, and delightful incident management process.