K Factors + NextAgency Integrations
How to connect K Factors + NextAgency
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Create Ticket
Triggers when new ticket is created.
Try ItTitleRequired
Stage
Should be one of following
to do,in progress,waiting,completed,deferredPriority
Should be from 0 to 99
Location
Assigned To
Name/emailof the user in Nextagency, which you want to assign this task.Case NameRequired
Case name in which you want to add this task.
Due Date
Date should be in format
mm/dd/yyyy, if date is invalid then system will automatically set it to 1 day from creation of task.Body
Tags
Tags which you want to attach with this task. ( should be comma separated )
Task Type
Should be one of following
Appointment,Contact,Follow-up,Information,Research,Service Issue,Other
Widget idRequired
From date
To date
Create Case
Triggers when a new case is created.
Try ItNameRequired
Last Name
Contact First Name
Contact Last Name
EmailRequired
Phone NumberRequired
Lead Source
Market SegmentRequired
Custom Fields
All ResponsesRequired
Submitted AtRequired
Form Id
Form NameRequired
How K Factors + NextAgency Integrations Work
- Step 1: Authenticate K Factors and NextAgency.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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