How to Create Nifty Tasks from New Calendly Events Using Pabbly Connect

Learn how to automate task creation in Nifty from new Calendly events using Pabbly Connect. Step-by-step tutorial for seamless integration! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the task creation process in Nifty from new Calendly events, you need to access Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you don’t have an account, click on ‘Sign up for free’ to create one.

Once logged in, you will see a dashboard with various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to start the integration process. This platform will serve as the bridge between Calendly and Nifty.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and name it ‘Add New Task to Nifty from Calendly Events’. This name will help you identify your workflow later.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.

The ‘Trigger’ is the event that starts the workflow, which in this case will be a new registration in Calendly. The ‘Action’ will be the task creation in Nifty. This setup is crucial for automating the process through Pabbly Connect.

3. Setting Up the Calendly Trigger in Pabbly Connect

Now, you need to set up the trigger for your workflow. Select ‘Calendly’ as your trigger application and choose the event ‘Invitee Created’. This event will activate whenever someone registers for your event.

Next, click on ‘Connect’ to add a new connection. You will need to authorize Pabbly Connect to access your Calendly account. Once connected, you can test the trigger by registering for an event in Calendly. Ensure that you fill in the required details, such as name and email address, during registration.

4. Creating the Nifty Task as an Action

With the trigger set, the next step is to define the action that Pabbly Connect will perform. Select ‘Nifty’ as your action application and choose ‘Create Task’ as the action event. Click on ‘Connect’ to establish a connection with your Nifty account.

After connecting, you will need to fill in the task details. This includes the task name, description, project ID, and due date. Use the information captured from the Calendly registration to populate these fields through mapping. This mapping is essential for transferring data accurately between the two applications.

• Map the task name to the registrant’s name.
• Set the description to include the email and query.

Once all fields are filled, click on ‘Save and Send Test Request’ to create a test task in Nifty. Verify that the task appears in your Nifty account.

5. Finalizing the Integration in Pabbly Connect

After successfully creating a task in Nifty, the final step is to save your workflow in Pabbly Connect. Click on the ‘Save’ button to ensure your settings are stored. This way, your integration will work automatically whenever a new registration occurs in Calendly.

To confirm that everything is working correctly, go back to your Nifty account and refresh the page. You should see the newly created task reflecting the details you set during the mapping process. This integration allows you to automate task creation effortlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create Nifty tasks from new Calendly events. By following these steps, you can automate your workflow and save time on manual task creation. With Pabbly Connect, integrating applications has never been easier!