Create tasks in ClickUp for new clients in Practice Better
Keep your tasks and client records updated with this seamless workflow between Practice Better and ClickUp. Whenever a new client is added in Practice Better, a corresponding task is created in ClickUp, ensuring all client-related tasks are promptly captured. This aids in offering efficient and well-organized service in your health and wellness business without extra manual work.
Keep your tasks and client records updated with this seamless workflow between Practice Better and ClickUp. Whenever a new client is added in Practice Better, a corresponding task is created in ClickUp, ensuring all client-related tasks are promptly captured. This aids in offering efficient and well-organized service in your health and wellness business without extra manual work.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Create Task
Creates a new task.
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