Calendly integration with FIN Compliance
How to Create calendar tasks in FIN Compliance for new Calendly invitees
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 calendar tasks in FIN Compliance for new Calendly invitees" 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 FIN Compliance integrations
FIN Compliance actions
Nekton can use any feature that is available in FIN Compliance API.
Using our advanced AI, you can easily create custom automations for FIN Compliance.
Here are some typical actions you can do in your automated workflows.
Update Calendar Task
This action updates an existing task in the FIN Compliance Calendar. If the update changes the title/name of the task, then a new task is created instead.
Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
New Compliance Calendar Task
Triggers when a new task is added in your FIN Compliance calendar.
About FIN Compliance
FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.