Userflow integration with Salesforce Essentials
How to Find and update Salesforce Essentials records from new Userflow survey answers
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 Essentials records from new Userflow survey answers" 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 Userflow integrations
Userflow actions
Nekton can use any feature that is available in Userflow API.
Using our advanced AI, you can easily create custom automations for Userflow.
Here are some typical actions you can do in your automated workflows.
Track Event
Tracks an event for a user/group.
Create/Update User
Updates (or creates) a user.
Find User
Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).
Find or Create User
Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).
Create/Update Group
Updates (or creates) a group (company/account/tenant/organization).
Find Group
Finds an existing group (company/account/tenant/organization). You can filter by group ID, or by user ID to find groups that this user is a member of.
About Userflow
Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.