Samdock integration with Trello
How to Create Trello cards for new Samdock leads
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 Trello cards for new Samdock leads" 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 Samdock integrations
Samdock actions
Nekton can use any feature that is available in Samdock API.
Using our advanced AI, you can easily create custom automations for Samdock.
Here are some typical actions you can do in your automated workflows.
Create Deal
This action creates a 'Deal' in Samdock.
Create Mail Activity for Incoming Email
This action will create activity for specified persons which will looks like incoming email in Samdock.
Create Organization
This action creates an 'Organization' in Samdock.
Create Contact
Creates a new person, new organization or both linked together.
Create Task
This action creates a 'Task' in Samdock.
Create Lead
This action creates a 'Lead' in Samdock.
About Samdock
Samdock is a simple CRM system for small businesses.