Calendly integration with Builder Prime
How to Create client records in Builder Prime from new invitees in Calendly
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 "Create client records in Builder Prime from new invitees in Calendly" 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 Builder Prime integrations
Builder Prime actions
Nekton can use any feature that is available in Builder Prime API.
Using our advanced AI, you can easily create custom automations for Builder Prime.
Here are some typical actions you can do in your automated workflows.
Create Client Record
Creates a new client record.
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors