EFC Aquila integration with EFC Aquila
How to Create and send templates for new EFC Aquila members automatically
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create and send templates for new EFC Aquila members automatically" and then click on "Automate".
-
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 EFC Aquila integrations
EFC Aquila actions
Nekton can use any feature that is available in EFC Aquila API.
Using our advanced AI, you can easily create custom automations for EFC Aquila.
Here are some typical actions you can do in your automated workflows.
Add Lead
Creates a Lead.
Enrol Member
Enrols a Member
Send SMS
Sends an SMS message
Book Session
Books a Member into a Session
Create Note
Make a note on a Member record
Send Email
Sends an Email from your Location.
About EFC Aquila
EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.