Salesforce integration with Wimi
How to Create Wimi tasks for new Salesforce leads
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 Wimi tasks for new Salesforce leads" 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 Wimi integrations
Wimi actions
Nekton can use any feature that is available in Wimi API.
Using our advanced AI, you can easily create custom automations for Wimi.
Here are some typical actions you can do in your automated workflows.
Send Channel Message
Posts a message to a specific channel.
Create Task
Creates a new task.
New Task
Triggers when a new task is created.
Task Status Change
Triggers when a task status is set to the status you've selected.
About Wimi
Wimi is a team collaboration platform for businesses who want to boost teamwork and manage projects efficiently.