Bookafy integration with Wintouch 7
How to Create contacts on Wintouch 7 for new Bookafy customers
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 contacts on Wintouch 7 for new Bookafy customers" 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 Wintouch 7 integrations
Wintouch 7 actions
Nekton can use any feature that is available in Wintouch 7 API.
Using our advanced AI, you can easily create custom automations for Wintouch 7.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Create Account
Creates an account.
Update Account-Contact
Updates an account-contact.
New Account-Contact
Triggers when a new contact is added to an account.
Updated Account-Contact
Triggers when a contact of an account is updated.
Updated Contact
Triggers when a contact is updated.
About Wintouch 7
Wintouch 7 CRM is an all-in-one software solution that is designed to help businesses of all sizes improve productivity in marketing, sales, customer service, and administration.