Salesforce integration with SignUpGenius
How to Create SignUpGenius group members from new Salesforce contacts
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 SignUpGenius group members from new Salesforce contacts" 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 SignUpGenius integrations
SignUpGenius actions
Nekton can use any feature that is available in SignUpGenius API.
Using our advanced AI, you can easily create custom automations for SignUpGenius.
Here are some typical actions you can do in your automated workflows.
Delete Group Member
Deletes a group member.
Find or Create Member
Find or Create Member
Create Group Member
Creates a new member in your specified group.
Find Group Member
Finds an existing member of the specified group.
New Event
Triggers when a new event occurs in a sign up (Paid Subscribers Only).
New Slot Filled
Triggers when a new slot filled on a specific sign up.
About SignUpGenius
SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.