Totango integration with Process Street
How to Add Process Street checklists for new Totango users
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 "Add Process Street checklists for new Totango users" 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 Totango integrations
Totango actions
Nekton can use any feature that is available in Totango API.
Using our advanced AI, you can easily create custom automations for Totango.
Here are some typical actions you can do in your automated workflows.
Send Data
Send data to Totango using HTTP API.
Account [New and Value Changes]
It triggers when one of the account attribute value is changed or new account is added.
User [New and Value Changes]
It triggers when one of the user attribute value is changed or new user is added.
Account [New]
It triggers when a new account is added to the segment.
User [New]
It triggers when a new user is added to the segment.
About Totango
Totango is a Customer Engagement Management platform.