QuickBooks Online integration with Salesmate
How to Create new Salesmate contacts for QuickBooks Online customers
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create new Salesmate contacts for QuickBooks Online customers" and then click on "Automate".
-
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 Salesmate integrations
Salesmate actions
Nekton can use any feature that is available in Salesmate API.
Using our advanced AI, you can easily create custom automations for Salesmate.
Here are some typical actions you can do in your automated workflows.
Add Note
Adds Note based on previous step.
Update Company
Update Company, probably with input from previous steps.
Update Deal
Update Deal, probably with input from previous steps.
Search User
Find an User based on different fields.
Update Activity
Update Activity, probably with input from previous steps.
Update Contact
Update Contact, probably with input from previous steps.
About Salesmate
Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.