Salesforce integration with Whoz
How to Create Whoz opportunities or deals from new 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 Whoz opportunities or deals from new 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 Whoz integrations
Whoz actions
Nekton can use any feature that is available in Whoz API.
Using our advanced AI, you can easily create custom automations for Whoz.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates an Account
Save Opportunity/Deal
Saves (creates, updates or patch) an opportunity or a deal.
Find Account
Finds an account
Set Timesheet Workloads With a CSV File
This action will set a number of days as "Busy - Billable" from a starting month in a member's timesheet.
Find Opportunity/Deal
Finds an opportunity/deal by its identifier
Find Member
Finds an member by its identifier
About Whoz
Whoz boosts services companies results thanks to its unique staffing optimization solution.