Pipedrive integration with Stormboard
How to Create Stormboard ideas from new deals in Pipedrive
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 Stormboard ideas from new deals in Pipedrive" 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 Stormboard integrations
Stormboard actions
Nekton can use any feature that is available in Stormboard API.
Using our advanced AI, you can easily create custom automations for Stormboard.
Here are some typical actions you can do in your automated workflows.
Create Idea
Creates a new Idea in an existing Storm.
Find Storm
Finds an existing storm by title.
Create Storm
Creates a new Storm.
Find or Create Storm
Finds an existing storm by title.
Comment Created
Trigger when an new comment was posted on an idea.
Idea Moved
Trigger when an idea was moved to a different section of a storm.
About Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.