Agendize integration with Handwrytten
How to Send personal Handwrytten cards for new Agendize clients
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 "Send personal Handwrytten cards for new Agendize clients" 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 Agendize integrations
Agendize actions
Nekton can use any feature that is available in Agendize API.
Using our advanced AI, you can easily create custom automations for Agendize.
Here are some typical actions you can do in your automated workflows.
Upgrade or Downgrade Client Account
Changes the Profile ID associated with a Client Account
Add Note for CRM Client
Adds a new note to a CRM Client
Create Service
Creates a new service for appointment scheduling.
Create Company
Create a company for a specific account. Set the important settings needed to start using the firm.
Get Client Account Details
Get account details such as SSO token, owner email address...
Schedule an Appointment
Books an appointment
About Agendize
Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.