3veta integration with Pipedrive
How to Record new 3veta bookings as contact activities in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Record new 3veta bookings as contact activities in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate 3veta integrations
3veta actions
Nekton can use any feature that is available in 3veta API.
Using our advanced AI, you can easily create custom automations for 3veta.
Here are some typical actions you can do in your automated workflows.
Find Meeting
Finds a Meeting
Find Customer
Finds a Customer
New Booking
Triggers when a customer books one of your services.
New Meeting
Triggers when provider creates a new meeting.
Update Meeting
Triggers when a meeting is rescheduled to a different start and end dates.
New Customer
Triggers when a customer joins a your meeting.
About 3veta
3veta - The go-to solution for meeting clients online and getting paid