Cobot integration with Surveypal
How to Send cancelled Cobot members a Surveypal exit survey
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 cancelled Cobot members a Surveypal exit survey" 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 Cobot integrations
Cobot actions
Nekton can use any feature that is available in Cobot API.
Using our advanced AI, you can easily create custom automations for Cobot.
Here are some typical actions you can do in your automated workflows.
Create Help Desk Issue
Creates a Help Desk Issue. The Issue will be created for the authenticated user.
Membership Cancelation Changed
Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels their membership.Also triggers when admin cancels a member or changes the cancellation date.
User Claims Membership
Triggers when a user claims a coworking space membership they were invited for.
Membership Canceled
Triggers when the member has actually been canceled by cobot so that his membership is no longer active.
New Booking
Triggers when a new booking is made for a resource like a meeting room.
Membership Plan Changed
Triggers when a Members Plan is changed either by them or an admin.
About Cobot
Cobot is a management software for coworking spaces and shared offices. Cobot helps you with billing, invoicing, bookings and member management so that you have more time for your coworkers.