Wufoo integration with TeamWave
How to Add new Wufoo entries to TeamWave as persons
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 "Add new Wufoo entries to TeamWave as persons" 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 TeamWave integrations
TeamWave actions
Nekton can use any feature that is available in TeamWave API.
Using our advanced AI, you can easily create custom automations for TeamWave.
Here are some typical actions you can do in your automated workflows.
Add Follower
Adds a follower to a deal.
Create Activity
Creates a new activity.
Create Event
Creates a new event.
Create Project
Creates a new project.
Create Task List
Creates a new task list.
Create Project From Template
This creates project from available templates.
About TeamWave
TeamWave is an unified platform for project management, CRM, and HR software for small businesses.