Salesforce integration with Route the Service Platform
How to Create clients in Route from new accounts in Salesforce
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 clients in Route from new accounts in Salesforce" 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 Route the Service Platform integrations
Route the Service Platform actions
Nekton can use any feature that is available in Route the Service Platform API.
Using our advanced AI, you can easily create custom automations for Route the Service Platform.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a client.
Create Location
Creates a location.
Find a Client
Finds a client by name.
Update Client
Updates a client.
Update Location
Updates a location.
Find a Location
Finds a location by name or address.
About Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.