Pipedrive integration with andcards
How to Invite members in andcards when deals are updated on 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 "Invite members in andcards when deals are updated on 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 andcards integrations
andcards actions
Nekton can use any feature that is available in andcards API.
Using our advanced AI, you can easily create custom automations for andcards.
Here are some typical actions you can do in your automated workflows.
Create Stream Post
Creates a new post in Stream.
Invite Member
Invites a new member to your location.
Create Room Booking
Creates a new booking in a room.
Create Visit
Creates a new visit in location.
Find Member
Finds a member in your location.
Find or Create Company
Finds a company in your location.
About andcards
andcards is a member-first coworking space software to organize bookings, services and communication.