1FIT + Trello
Create cards in Trello for new clients in 1FIT
Enhance your customer management operations with this seamless workflow. As you register a new client within the 1FIT app, it will immediately generate a card within your Trello board. This straightforward approach simplifies the process of managing new clients, allowing you to focus more on their requirements, while minimizing administrative tasks.
Enhance your customer management operations with this seamless workflow. As you register a new client within the 1FIT app, it will immediately generate a card within your Trello board. This straightforward approach simplifies the process of managing new clients, allowing you to focus more on their requirements, while minimizing administrative tasks.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Activity Logged
Triggers when a client logs an activity.
Try ItClient Deactivated
Triggers when a client is deactivated.
Try ItNew Prospect
Triggers when a new prospect is created.
Try ItTeam MemberRequired
First NameRequired
Last NameRequired
EmailRequired
Phone NumberRequired
Payment Amount
Payment Schedule
Check-in FrequencyRequired
Notes
New Client
Triggers when a new client is created.
Try ItClient Deleted
Triggers when a client is deleted.
Try ItWorkout Completed
Triggers when a client completes a workout.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Deal ValueRequired
Close PercentageRequired
Prospect StageRequired
Notes
