TrackVia integration with Formstack Documents
How to Send changed TrackVia records to WebMerge
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 "Send changed TrackVia records to WebMerge" 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 TrackVia integrations
TrackVia actions
Nekton can use any feature that is available in TrackVia API.
Using our advanced AI, you can easily create custom automations for TrackVia.
Here are some typical actions you can do in your automated workflows.
Add Record to View
Add a record to a view which you specify.
Changed Record
Triggers when a record changes.
Remove Record
Triggers when record is deleted, or if a record no longer meets the filter criteria for the view.
Add Record
Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.
About TrackVia
TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.