Keap integration with Sandbox
How to Generate opportunities in Sandbox for new tasks in Keap
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 "Generate opportunities in Sandbox for new tasks in Keap" 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 Sandbox integrations
Sandbox actions
Nekton can use any feature that is available in Sandbox API.
Using our advanced AI, you can easily create custom automations for Sandbox.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
Creates an Opportunity
Add User to Opportunity
Add a user to an opportunity
Find or Create User
Finds a User in the company.
New Opportunity
Triggers when a new opportunity is created.
About Sandbox
Sandbox's talent intelligence solutions help you align the right team members to the right projects, initiatives, and jobs in your organization.