Zenlist integration with Filter by Nekton
How to Create or update contacts in Follow Up Boss without triggering action plans from new and updated Zenlist invitations
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 or update contacts in Follow Up Boss without triggering action plans from new and updated Zenlist invitations" 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 Zenlist integrations
Zenlist actions
Nekton can use any feature that is available in Zenlist API.
Using our advanced AI, you can easily create custom automations for Zenlist.
Here are some typical actions you can do in your automated workflows.
Create a Client Invitation
Allows the creation of a client invitation.
New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
New Event
Triggers when a new event is registered with Zenlist.
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
About Zenlist
Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.