Ageless AI + Boulevard
Ageless AI + Boulevard
Update client status in Ageless AI for new clients in Boulevard
When a new client is added in the Boulevard app, this workflow aids in instantly updating the client status in the Ageless AI app. This automation streamlines your client management process, ensuring your Ageless AI data stays current with real-time Boulevard updates. It, in turn, enhances client interaction, making your business more efficient and responsive.
- When this happens...New ClientTriggers when a new client is created.
- automatically do this!Update Client StatusCreates a new client status update in Ageless from your PMS or CRM. Provide at least one of phone, assessment ID, or client ID.
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More things you can do with Boulevard and Ageless AI
Discover other triggers and actions you can use with Boulevard and Ageless AI
- Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerInstant - New Appointment
Triggers when an appointment is created.
Try ItTriggerInstant - New Client
Triggers when a new client is created.
Try ItTriggerInstant - Entity Tags Added
New tags were added to a taggable entity
Try ItTriggerInstant
- Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerInstant - Appointment Rescheduled
Triggers when an appointment is rescheduled.
Try ItTriggerInstant - Client Updated
Triggers when an existing client is updated.
Try ItTriggerInstant - Entity Tags Removed
Tags were removed from a taggable entity
Try ItTriggerInstant