Automate your workflow with Next SFA & Yoom

Yoom allows you to integrate with the Next SFA API without any code, automating the operation of Next SFA. For example, you can automate the creation of documents such as quotes and contracts using information from Next SFA, or seamlessly transfer information from Next SFA to other systems with just one click.

Start automating!

No-Code API Actions

Automation operations

Get company information
Search company information
Get order information
Create order information
Update order information
Link Products to Order
Search Orders
Get Deal Information
Search Deals
Get Activity History Information
Search Activity History
Get Company Contact Information
Search Company Contacts
Create Sales Record
Search Sales Records
Get Sales Information
Delete Sales Information
Update Sales Information
Create Company
Update Company
Create deal
Get company list
Get contact list
Update deal
Get deal list
Get Activity Log List
Create Activity Log
Update Activity Log
Register calendar event
Search calendar events
Update calendar event
Delete calendar event
Search approach history
Create Approach Activity
Update Approach Activity
Delete Approach
Get Calendar Schedule List
Create company contact
Update company contact
Delete company contact

Automation triggers

When a deal is created
When a deal is updated
When an activity record is created
When an activity record is updated
When an order is created
When an order is updated
When a company is created
When a calendar event is created
When a calendar event is updated
When an approach activity is created
When an approach activity is updated

Try It!