Pipedrive integration with TimeCamp Planner
How to Send TimeCamp Planner message when new Pipedrive deal is created
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send TimeCamp Planner message when new Pipedrive deal is created" and then click on "Automate".
-
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 TimeCamp Planner integrations
TimeCamp Planner actions
Nekton can use any feature that is available in TimeCamp Planner API.
Using our advanced AI, you can easily create custom automations for TimeCamp Planner.
Here are some typical actions you can do in your automated workflows.
Create Card
Creates a card in a specific Workspace, Space and List
Create Checklist Item
Creates a checklist Item in a Card
Create Message
Creates a message in a Space chat
Create Space
Creates a Space in user's workspace
Create Card Comment
Creates a comment in a card
Create List
Creates a list within a Space
About TimeCamp Planner
TimeCamp Planner is a software that allows to plan resources, make timelines, manage teams and tasks, and track progress.