Salesdock integration with Google Sheets
How to Create Google Sheets rows when new Salesdock offers are accepted
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 Google Sheets rows when new Salesdock offers are accepted" 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 Salesdock integrations
Salesdock actions
Nekton can use any feature that is available in Salesdock API.
Using our advanced AI, you can easily create custom automations for Salesdock.
Here are some typical actions you can do in your automated workflows.
Fill a Form Instance
Action to fill a form instance. Warning: Currently only works with Forms that do not require any other information than Client name and Client E-mail.
Create Task
Creates a new Salesdock Task
Offer Accepted
Triggers when an offer has been accepted by a client.
Task Created
Triggers when a new Task has been created in Salesdock.
Sale Cancelled
Triggers when a sale has been cancelled.
About Salesdock
Salesdock is a sales platform that digitizes & automates sales.