The Value Builder System™ integrations
Use Nekton to connect The Value Builder System™ with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate The Value Builder System™ integrations with Nekton
Create automations that integrate The Value Builder System™ with other services
Nekton AI can integrate The Value Builder System™ with many online apps and tools.
Here are some popular integrations you can try to automate your The Value Builder System™ workflows:
The Value Builder System™ actions
Nekton can use any feature that is available in The Value Builder System™ API.
Using our advanced AI, you can easily create custom automations for The Value Builder System™.
Here are some typical actions you can do in your automated workflows.
Add Event to Contact
Add Event - Creates a timeline event for a contact
Tag Contact
Tag Contact - Attach a tag to a specific contact
Deactivate Contact Nurture Cycle
Deactivate Nurture Cycle - Remove a contact from Nurture Cycle
Send / Resend Engagement Credentials
Send / Resend Engagement Program credentials to Contact.
Find Contact From Email
Find Contact - Searches for contact in Value Builder
Activate Contact Nurture Cycle
Activate Nurture Cycle - Activate Nurture Cycle for contact
Add Note to Contact
Add Note to Contact - Add a note to a contact
Create Contact From Email
Create a new contact based on email address.
Activate Engagement Program to Contact
Activate an engagement program with default settings.
Update Contact From Email
Update an existing contact based on email address.
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Opened Email by Contact
Triggers when a contact opens an email.
Sent Email to Contact
Triggers when a contact is sent an email.
New Contact
Triggers when a new contact is added to Value Builder.
Update Contact
Triggers when a specified property is updated on any contact.
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Engagement Program Activated
Triggers when an engagement program is activated for a contact.
About The Value Builder System™
Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.