Jobber integration with Surefire Local Platform
How to Create leads in Surefire Local Platform from new clients in Jobber
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 leads in Surefire Local Platform from new clients in Jobber" 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 Surefire Local Platform integrations
Surefire Local Platform actions
Nekton can use any feature that is available in Surefire Local Platform API.
Using our advanced AI, you can easily create custom automations for Surefire Local Platform.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a lead from Nekton
New Lead Received
Triggers when a new lead is created.
About Surefire Local Platform
All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.