Calendly integration with InventoryBase
How to Create InventoryBase confirmations when new Calendly invitees are added
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 InventoryBase confirmations when new Calendly invitees are added" 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 InventoryBase integrations
InventoryBase actions
Nekton can use any feature that is available in InventoryBase API.
Using our advanced AI, you can easily create custom automations for InventoryBase.
Here are some typical actions you can do in your automated workflows.
Create a Clerk
Create a new clerk
Create Client
Creates a new client
Create Inspection
Creates a new inspection
Cancel Inspection
Cancel an existing inspection
Mark to Be Confirmed
Marks inspection's conduct date as to be confirmed.
Update Inspection Date
Updates inspection conduct date.
About InventoryBase
Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.