Pipedrive integration with Upwork
How to Message Upwork rooms for new Pipedrive deals
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 "Message Upwork rooms for new Pipedrive deals" 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 Upwork integrations
Upwork actions
Nekton can use any feature that is available in Upwork API.
Using our advanced AI, you can easily create custom automations for Upwork.
Here are some typical actions you can do in your automated workflows.
Message Room
Sends a message to a room.
New Message
Triggers when a new message is sent to a room.
About Upwork
Upwork is a global freelancing platform where businesses and independent professionals connect and collaborate remotely.