Salesforce integration with Vicodo
How to Create Vicodo cases with new changes to Salesforce records
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 Vicodo cases with new changes to Salesforce records" 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 Vicodo integrations
Vicodo actions
Nekton can use any feature that is available in Vicodo API.
Using our advanced AI, you can easily create custom automations for Vicodo.
Here are some typical actions you can do in your automated workflows.
Create New Case
Creates a new case
Case Completed
Triggers when a case has been completed.
Case Deleted
Triggers when a case has been deleted.
Client Cancelled Appointment
Triggers when a client cancels an appointment.
Operator Cancelled Appointment
Triggers when an operator cancels an appointment.
New Case Created
Triggers when a new case is created.
About Vicodo
Vicodo is a customer assistance platform that combines video & live chat with the features of a CRM system.