How to Create Nifty PM Tasks for Session Bookings Using Pabbly Connect

Learn how to automate task creation in Nifty PM for session bookings using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To start automating tasks in Nifty PM for session bookings, you’ll need to access Pabbly Connect. Begin by opening your web browser and navigating to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process only takes a few minutes and allows you to create 100 tasks for free each month.

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can see the workflows you have created. To start a new workflow, click on the ‘Create Workflow’ button. You will then name your workflow, for example, ‘Create Nifty PM Task for Session Booking,’ and select a folder to save it. This is where all automation begins using Pabbly Connect.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger application here is Sessions. You need to select the trigger event as ‘Booking Created’. This means every time a new booking is made, it will trigger the automation process.

• Select ‘Sessions’ as the trigger application.
• Choose ‘Booking Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Sessions account and navigate to profile settings. In the workspace settings, find the webhooks section and add a new webhook. Paste the copied URL and select the trigger for booking created. This integration is crucial as it allows Pabbly Connect to listen for new bookings and respond accordingly.

3. Filtering Session Bookings for Nifty PM Tasks

Once the trigger is set, the next step is filtering the session bookings. This step ensures that only specific session bookings create tasks in Nifty PM. In Pabbly Connect, add a filter action after the trigger. Select ‘Filter by P’ as your action type.

• Set the filter type to ‘Contains’.
• Input the session name you want to filter, such as ‘Connect Integration’.
• Click ‘Save and Test’ to confirm the filter works.

This filter ensures that only bookings for the specified session will trigger the next step of creating a task in Nifty PM. By using Pabbly Connect, you can streamline the task creation process based on specific criteria.

4. Creating a Task in Nifty PM Using Pabbly Connect

After setting up the filter, you can now create a task in Nifty PM. In Pabbly Connect, add a new action step and select Nifty PM as the application. Choose the action event as ‘Create Task’. This is where you will define the details of the task based on the booking information.

Map the task name to the booking name received from the session response. You can also include a description that states a new booking has been created. Additionally, select the project ID and task group where the new task will be categorized. This ensures that all relevant information from the booking is utilized to create a comprehensive task in Nifty PM.

5. Finalizing Automation and Testing the Integration

To complete the setup, ensure that all steps are correctly configured in Pabbly Connect. Test the integration by creating a new booking in your sessions account. After creating the booking, check if a new task appears in Nifty PM with the correct details.

Once confirmed, your automation is set! Whenever a new booking is made for the specified session, Pabbly Connect will automatically create a corresponding task in Nifty PM. This saves time and ensures that no bookings are missed, allowing for efficient task management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate session bookings with Nifty PM streamlines the task creation process. By following these steps, you can automate your workflow effectively and focus on what matters most.