to.co integration with Salesforce
How to Update Salesforce contacts when new to.co orgs are updated
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 "Update Salesforce contacts when new to.co orgs are updated" 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 to.co integrations
to.co actions
Nekton can use any feature that is available in to.co API.
Using our advanced AI, you can easily create custom automations for to.co.
Here are some typical actions you can do in your automated workflows.
Org Search
Returns a collection of Orgs whose name contains the given search term or is an exact match on the to.co org domain. The search is case-insensitive. The results are returned in order of the highest match score by default but you can change this using the sort parameter. The response is paginated. The Org response returns an address if present; the registered address for registered organizations or the default address for non-registered organizations.
Contact Add
Creates a new Contact (private to your to.co Account) and triggers the matching, enrichment and cleansing process.
Contact Added
Triggers when a Contact is added.
Contact Updated
Triggers when a Contact is updated.
Location Added
Triggers when a Location is added to an Org.
Location Updated
Triggers when a Location is updated on an Org.
About to.co
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