123FormBuilder + PT Distinction
Add new 123FormBuilder form entries to PT Distinction client groups
Effortlessly grow your PT Distinction client base with this seamless workflow. Whenever a new form is submitted in 123FormBuilder, the respondent will be added as a client to a designated group in PT Distinction. This automation streamlines your client onboarding process, ensuring they receive the personalized training and support they need.
Effortlessly grow your PT Distinction client base with this seamless workflow. Whenever a new form is submitted in 123FormBuilder, the respondent will be added as a client to a designated group in PT Distinction. This automation streamlines your client onboarding process, ensuring they receive the personalized training and support they need.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Client to Group
Adds a client to a group.
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