Pipefile

Why Add-to-Calendar Works with Pipefile

Integrating Add-to-Calendar with Pipefile leads to faster actions and fewer missed deadlines by transforming document requests into clear and actionable timelines.

• Universal Add to Calendar link for all major platforms
• Boosts attendance with smart reminders and notifications
• Brandable invite and landing pages for consistent communication
• In-depth click and attendance analytics

Using Calendar Links in Pipefile Workflows

Turn Pipefile Activity into Calendar Events

1. Trigger a CalendarLink for each File Request Created

Automatically generate a calendar event every time a new or updated contact or file request is created in Pipefile to streamline your workflow.

2. Send data to CalendarLink

Seamlessly map participant names, document due dates, and event descriptions. Optional RSVP capture helps track who will attend.

3. Publish the personalised invite

Generate an Add-to-Calendar link and share it via email, ensuring every participant can sync events to their preferred calendar.

Fire Pipefile Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use the 'New Upcoming Event' trigger to keep your document management and meeting timelines aligned.

2. Map Add-to-Calendar Data

Automatically transfer event titles, dates, and times across systems, ensuring all participants are informed and prepared.

3. Create or update file request records

When an event is created or modified, update your Pipefile contacts or send new file requests to keep everything up-to-date.

Pro Tips for Pipefile and Add-to-Calendar

• Always brand your event invites to reinforce your company's image
• Utilise click and attendance analytics to refine your invitation strategy
• Set multiple reminders to ensure attendance and reduce no-shows
• Use subscription calendars for recurring document collection events