Salesforce integration with Filter by Nekton
How to Create Text Request contacts for 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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Text Request contacts for 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 Text Request integrations
Text Request actions
Nekton can use any feature that is available in Text Request API.
Using our advanced AI, you can easily create custom automations for Text Request.
Here are some typical actions you can do in your automated workflows.
Send Message
Sends an SMS message.
Create or Update Contact
Creates a new contact or updates the name of an existing contact.
New Contact
Triggers when a new contact is created.
New Message Sent
Triggers when a new message is sent.
New Message Received
Triggers when a new message is received.
About Text Request
Text Request is a business texting platform that helps your company communicate via SMS.