Salesforce integration with Saasu
How to Add new Salesforce contacts to Saasu
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 Salesforce contacts to Saasu" 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 Saasu integrations
Saasu actions
Nekton can use any feature that is available in Saasu API.
Using our advanced AI, you can easily create custom automations for Saasu.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Create Service Invoice
Creates a new invoice using the service layout.
Find or Create Contact
Find or Create Contact
Create Item Invoice
Creates a new invoice using the Item layout and inventory items.
Find Contact
Find a contact
New Contact
Triggers when a new contact is created.
About Saasu
Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.