Calendly integration with Joinpoints
How to Add new Calendly invitations to Joinpoint deal entries
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 "Add new Calendly invitations to Joinpoint deal entries" 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 Joinpoints integrations
Joinpoints actions
Nekton can use any feature that is available in Joinpoints API.
Using our advanced AI, you can easily create custom automations for Joinpoints.
Here are some typical actions you can do in your automated workflows.
Create a Joinpoint
Creates a new Joinpoint in a specific List or Pipeline.
Create Task
Create a task in a Joinpoint.
Update a Joinpoint
Update the properties of a Joinpoint.
Find or Create a Joinpoint
Search a Joinpoint and if doesn't exist, create id
Get a Joinpoint
Get the data of a Joinpoint.
Post to Timeline
Post a information into the timeline of a Joinpoint.
About Joinpoints
Joinpoints is a platform for creating digital recurring workflows in order to perform and automate them in your company.