Calendly integration with Pixie
How to Create clients and start jobs in Pixie from 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 clients and start jobs in Pixie from 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 Pixie integrations
Pixie actions
Nekton can use any feature that is available in Pixie API.
Using our advanced AI, you can easily create custom automations for Pixie.
Here are some typical actions you can do in your automated workflows.
Add Recurring Task to Client
Creates a recurring task using the default template recurrence settings.
Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
Start Job
Starts a new job.
Find Contact
Find an existing contact.
Add/Update Contact to Client
Create or update a contact, based on the contact ID or the contact's email already existing.
Complete Job
Mark an entire Job as have been completed.
About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.