Salesforce integration with TIDY
How to Add pros in TIDY from new Salesforce records
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".
-
Set the step description to "Add pros in TIDY from new Salesforce records" and then click on "Automate".
-
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 TIDY integrations
TIDY actions
Nekton can use any feature that is available in TIDY API.
Using our advanced AI, you can easily create custom automations for TIDY.
Here are some typical actions you can do in your automated workflows.
Cancel Job
Cancels an existing job in your TIDY account.
Add Job
Adds a job to an address in your TIDY account.
Add Pro
Adds a pro to your priority list for all addresses in your account. Useful if you want to sync Pro information from another application into TIDY.
Add Address
Adds an address to a TIDY account.
Update Job
Updates to-do lists or other details for an existing job in your TIDY account.
New Address
Triggers when a new address is created.
About TIDY
TIDY lets you book and manage cleaning and maintenance for homes, offices, or rental properties.