Agile CRM integration with Wise Pelican
How to Add addresses to Wise Pelican when new contacts in Agile CRM are added
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 "Add addresses to Wise Pelican when new contacts in Agile CRM are added" 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 Wise Pelican integrations
Wise Pelican actions
Nekton can use any feature that is available in Wise Pelican API.
Using our advanced AI, you can easily create custom automations for Wise Pelican.
Here are some typical actions you can do in your automated workflows.
Add New Address
Adds Address to Exisiting Mail List.
New Mailing List
Triggers when a new mailing list is created.
About Wise Pelican
Wise Pelican is a post card mailing service.