VanillaSoft integration with ThankView
How to Subscribe new VanillaSoft pledges to ThankView campaigns
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 "Subscribe new VanillaSoft pledges to ThankView campaigns" 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 VanillaSoft integrations
VanillaSoft actions
Nekton can use any feature that is available in VanillaSoft API.
Using our advanced AI, you can easily create custom automations for VanillaSoft.
Here are some typical actions you can do in your automated workflows.
Add/Update Contact
Add or Update a Contact.
Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.