Aryeo + KanbanFlow
Create new KanbanFlow tasks for incoming Aryeo customers
Effortlessly manage new customer onboarding with this automation between Aryeo and KanbanFlow. When a customer is created in Aryeo, a task will be generated in KanbanFlow, ensuring a seamless process to track and manage your client base. Save time and streamline your workflow, allowing you to focus on building strong relationships with your customers.
Effortlessly manage new customer onboarding with this automation between Aryeo and KanbanFlow. When a customer is created in Aryeo, a task will be generated in KanbanFlow, ensuring a seamless process to track and manage your client base. Save time and streamline your workflow, allowing you to focus on building strong relationships with your customers.
- When this happens...Customer Created
Triggers when a new customer is created in Aryeo.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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Appointment Assigned
Triggers when an Appointment is assigned to a user in your Account.
Try ItAppointment Rescheduled
Triggers when an Appointment is Rescheduled in your Account.
Try ItAppointment Unassigned
Triggers when a user is unassigned from an Appointment in your Account.
Try ItCustomer Updated
Triggers when a customer is updated in Aryeo.
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Appointment Canceled
Triggers when an Appointment is Canceled in your Account.
Try ItAppointment Scheduled
Triggers when an Appointment is Scheduled in your Account.
Try ItCustomer Created
Triggers when a new customer is created in Aryeo.
Try ItOrder Created
Triggers when a new Order is created in your Aryeo account.
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