This automation scenario allows you to connect Dux-Soup and Macanta
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Dux-Soup and Macanta can also be integrated using automation tools other than integromat:
When this trigger fires in Dux-Soup
Triggers when receives data from Dux-Soup
Then this action happens in Macanta
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Connect Dux-Soup to Macanta.
Part I
First, we need to connect Dux-Soup and Macanta to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Dux-Soup to Make.com.
Give Make.com access to your Dux-Soup account, using Dux-Soup credentials.
Connect Macanta to Make.com.
Give Make.com access to your Macanta account, using Macanta credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Dux-Soup
Choose the following trigger: Watch Events (Triggers when receives data from Dux-Soup).
Then set up an Action for Macanta
Choose this action: Create a Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dux-Soup and Macanta.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Connect Dux-Soup to Macanta!
Triggers when receives data from Dux-Soup
Trigger when a new message is received.
Trigger when a new visit event is added.
Trigger when a connection has been added.
Trigger when a queued action executes.
Triggered when a new campaignList is added.
Creates a new contact.
This will create a new Data Object in Macanta, with the supplied Contact, assigned with the specified Relationship.
Creates a Note attached to a specific Data Object (Not a Contact Note)
Create a Note with Note Tags on a Contact Record
Create a Task for a contact, assigned to a specific Macanta User.
Check Macanta to see if a Contact already exists, identified by Email Address. If the Contact exists, this trigger will update the details. If the contact does not exist, it will be created.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.