Precisely integration with Zefort
How to Add newly-signed contracts in Precisely to Zefort
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add newly-signed contracts in Precisely to Zefort" and then click on "Automate".
-
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 Zefort integrations
Zefort actions
Nekton can use any feature that is available in Zefort API.
Using our advanced AI, you can easily create custom automations for Zefort.
Here are some typical actions you can do in your automated workflows.
Add a Document to a Contract
Adds a single document to an existing contract
Update a Contract
Add more details to contracts
Add a Party to a Contract
Add new party of link existing party to the contract by party ID and name
Create Contract
Creates a contract
New Contract
Triggers when a new contract is created in Zefort.
About Zefort
Zefort is a contract management platform to easily store, search and share contracts and other important documents.