Zomentum integration with Email by Nekton
How to Send outbound emails when new documents are approved in Zomentum
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".
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Set the step description to "Send outbound emails when new documents are approved in Zomentum" 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 Zomentum integrations
Zomentum actions
Nekton can use any feature that is available in Zomentum API.
Using our advanced AI, you can easily create custom automations for Zomentum.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Create or Update Contact
Update Opportunity
Update Opportunity
Get Client Contact
Find Client Contact by ID
Create or Update Client
Create or Update Client
Create or Update Opportunity
Create or Update Opportunity
Get Client Company
Find Client Company by id
About Zomentum
Zomentum is a sales funnel management tool built for MSPs