TruCentive integration with Salesforce
How to Find and update Salesforce records when new envelopes are viewed in TruCentive
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 "Find and update Salesforce records when new envelopes are viewed in TruCentive" 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 TruCentive integrations
TruCentive actions
Nekton can use any feature that is available in TruCentive API.
Using our advanced AI, you can easily create custom automations for TruCentive.
Here are some typical actions you can do in your automated workflows.
Send Envelope
Sends an envelope to a user with a gift.
Envelope Opened
Triggers when a recipient opens a gift that is contained in an envelope.
Envelope Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
About TruCentive
TruCentive helps you reward, incentivize, or compensate with digital gift cards, vouchers and coupons