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.
Next SFA
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
    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
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