Zoho Checkout integration with Salesforce
How to Add opportunities in Salesforce for new payments in Zoho Checkout
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 opportunities in Salesforce for new payments in Zoho Checkout" 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 Zoho Checkout integrations
Zoho Checkout actions
Nekton can use any feature that is available in Zoho Checkout API.
Using our advanced AI, you can easily create custom automations for Zoho Checkout.
Here are some typical actions you can do in your automated workflows.
Fetch Customer
To fetch customer details
Payment Refund
Triggers when a payment is refunded successfully.
Payment Success
Triggers when a payment is received successfully.
About Zoho Checkout
Zoho Checkout allows you to accept recurring payments and one-time payments with personalized payment pages with zero coding.