SetSchedule integration with kvCORE
How to Create kvCORE contacts from new SetSchedule opportunities
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create kvCORE contacts from new SetSchedule opportunities" 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 SetSchedule integrations
SetSchedule actions
Nekton can use any feature that is available in SetSchedule API.
Using our advanced AI, you can easily create custom automations for SetSchedule.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
Creates a new opportunity
Find Opportunity
Finds an opportunity
Update Opportunity
Updates the opportunity by Opportunity ID field
New Opportunity
Triggers when a new opportunity is created.
Opportunity Updated
Triggers when an opportunity was updated.
About SetSchedule
SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.