Calendly integration with FYI
How to Create FYI file notes 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 FYI file notes 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 FYI integrations
FYI actions
Nekton can use any feature that is available in FYI API.
Using our advanced AI, you can easily create custom automations for FYI.
Here are some typical actions you can do in your automated workflows.
Create or Update Client
Create or Update a Client in FYI.
Create or Update Client Group
Create or Update a Group for Clients in FYI.
Create Web Link
Create a Web Link.
Create or Update Task
Create or Update a Task in FYI.
Create Document
Create a Document.
Create or Update Job
Create or Update a Job in FYI.
About FYI
FYI is a document management service for professionals