ServiceBell integration with Filter by Nekton
How to Find or create Salesforce Essentials records from new visitor dials in ServiceBell
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 "Find or create Salesforce Essentials records from new visitor dials in ServiceBell" 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 ServiceBell integrations
ServiceBell actions
Nekton can use any feature that is available in ServiceBell API.
Using our advanced AI, you can easily create custom automations for ServiceBell.
Here are some typical actions you can do in your automated workflows.
Alerts
Triggers when a ServiceBell alert is sent.
Visitor Email Added
Triggers when an email address is collected for a Visitor and added to their custom metadata.
Visitor Dials
Triggers when a visitor requests help through the ServiceBell widget.
About ServiceBell
ServiceBell helps you win more customers and create better support experiences with live video chat, screen takeover, and user monitoring – directly on your website.