Service Provider Pro integration with Proof
How to Create Proof conversions for new Service Provider PRO orders
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 Proof conversions for new Service Provider PRO orders" 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 Service Provider Pro integrations
Service Provider Pro actions
Nekton can use any feature that is available in Service Provider Pro API.
Using our advanced AI, you can easily create custom automations for Service Provider Pro.
Here are some typical actions you can do in your automated workflows.
Send Message
Sends a message to the client or team.
Unassign Order
Unassign order from a team member.
Assign Order
Assigns order to a team member.
Add Tag
Adds a tag to an order.
Update Status
Updates order status.
Invoice Paid
Triggers when an invoice has been paid.
About Service Provider Pro
SPP is a shopping cart and project management software for selling productized services.