Secretaría.es integration with Salesforce
How to Create Salesforce records for new Secretaría.es call notes
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 Salesforce records for new Secretaría.es call notes" 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 Secretaría.es integrations
Secretaría.es actions
Nekton can use any feature that is available in Secretaría.es API.
Using our advanced AI, you can easily create custom automations for Secretaría.es.
Here are some typical actions you can do in your automated workflows.
Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
About Secretaría.es
Secretaría.es is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business.