UPilot integration with Filter by Nekton
How to Create QuickBooks Online Customers for Won Deals in UPilot
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 "Create QuickBooks Online Customers for Won Deals in UPilot" 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 UPilot integrations
UPilot actions
Nekton can use any feature that is available in UPilot API.
Using our advanced AI, you can easily create custom automations for UPilot.
Here are some typical actions you can do in your automated workflows.
New Company
Triggers when a new company is created.
Updated Deal
Triggers when an existing deal is updated.
New Task
Triggers when a new task is created.
New Deal
Triggers when a new deal is created.
New Person
Triggers when a new person is created.
About UPilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.