LionDesk integration with Ruuster
How to Add new LionDesk contacts as Ruuster clients
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 new LionDesk contacts as Ruuster clients" 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 Ruuster integrations
Ruuster actions
Nekton can use any feature that is available in Ruuster API.
Using our advanced AI, you can easily create custom automations for Ruuster.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a new Client
Individual Agent Flow: Client Has Signed Up
Triggers when a new client has signed up in the app.
Individual Agent Flow: Preferred Vendor Contact Me Request
Triggers when a client clicks on the 'Contact Me' button in a preferred vendor's card on the Hire Professionals page.
Individual Agent Flow: Client Completed Onboarding
Triggers when a client completes onboarding.
Individual Agent Flow: Client Runs a Search
Triggers when a client executes a property search.
Individual Agent Flow: Client Reassigned to a Different Agent
Triggers when an admin reassigns a client to another agent.
About Ruuster
Ruuster is a home buying management platform for agents and clients to learn, plan, budget, and hire - all in one place.