Yoobi integration with Yoobi
How to Send text messages in CM.com when new customers are added to Yoobi
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 "Send text messages in CM.com when new customers are added to Yoobi" 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 Yoobi integrations
Yoobi actions
Nekton can use any feature that is available in Yoobi API.
Using our advanced AI, you can easily create custom automations for Yoobi.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a new Customer.
Create Project
Creates a Project
Find Contact
Finds a Contact
Find Customer (By Name or ID)
Finds a Customer by (part of the) name or ID.
Find Employee
Creates an Employee
Find Project
Finds a Project
About Yoobi
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.