ActiveCampaign + Practice
Create or update ActiveCampaign contacts when new clients are created in Practice
This workflow is designed to streamline your client management process. When you add a new client in Practice, it will create or update a corresponding contact in ActiveCampaign. This automation helps to ensure your contacts are always up-to-date, saving you time from manual data entry, and prevents information discrepancies between the two platforms.
This workflow is designed to streamline your client management process. When you add a new client in Practice, it will create or update a corresponding contact in ActiveCampaign. This automation helps to ensure your contacts are always up-to-date, saving you time from manual data entry, and prevents information discrepancies between the two platforms.
- When this happens...New Client Created
Triggers when a new client has been created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Appointment Canceled
Triggers when a appointment has been canceled.
Try ItNew Appointment Created
Triggers when a new appointment has been created.
Try ItAppointment Rescheduled
Triggers when a appointment has been rescheduled.
Try ItNew Form Submitted
Triggers when a form has been submitted by a client.
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Appointment Completed
Triggers when a appointment has been completed.
Try ItAppointment Outcome Updated
Triggers when a appointment has been outcome updated.
Try ItAttendee Added to Event
Triggers when a new attendee has been added to an event.
Try ItNew Internal Form Submitted
Triggers when an internal form has been submitted.
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