QuickBooks Online integration with SightMill
How to Send SightMill surveys to new QuickBooks customers
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 "Send SightMill surveys to new QuickBooks customers" 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 SightMill integrations
SightMill actions
Nekton can use any feature that is available in SightMill API.
Using our advanced AI, you can easily create custom automations for SightMill.
Here are some typical actions you can do in your automated workflows.
Send SMS Survey
Send a SMS survey.
Send Email Survey
Send a email survey.
Get Survey
Triggers on a new survey.
About SightMill
Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with SightMill NPS (Net Promoter Score) survey software. Use NPS surveys to understand how to improve customer experience of your products and service.