EFC Aquila

CRM (Customer Relationship Management)

Generate new notes in EFC Aquila following assessment queries

Streamline your assessment process with this smart workflow. As soon as an assessment query takes place in the EFC Aquila app, a note is immediately created within the same platform. Save time on manual data entry while ensuring every detail from your assessments is recorded for future reference, enhancing the efficiency of your operations in EFC Aquila.

Streamline your assessment process with this smart workflow. As soon as an assessment query takes place in the EFC Aquila app, a note is immediately created within the same platform. Save time on manual data entry while ensuring every detail from your assessments is recorded for future reference, enhancing the efficiency of your operations in EFC Aquila.

  1. When this happens...
    EFC AquilaEFC Aquila
    Assessment Query

    Customised Trigger based on an Assessment Query

    TriggerPolling
  2. automatically do this!
    EFC AquilaEFC Aquila
    Create Note

    Make a note on a Member record

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • LocationRequired

    • Programme (Optional)

    • Total ClassesRequired

    Trigger
    Polling
    Try It
    • LocationRequired

    • Order ByRequired

    • OrderRequired

    • Status

    • Gender

    • Group

    • Age From

    • Age To

    • Birthday From

    • Birthday To

    • Birthday Weeks From

    • Birthday Weeks To

    • Licence Expires Weeks From

    • Licence Expires Weeks To

    • Registered Weeks From

    • Registered Weeks To

    • Enrolled Weeks From

    • Enrolled Weeks To

    • Inactive Weeks For

    • Inactive Weeks To

    • Attended Weeks From

    • Attended Weeks To

    • Monthly Attendance From

    • Monthly Attendance To

    • Total Attendance From

    • Total Attendance To

    • Programme

    • Grade

    • Grade From

    • Grade To

    Trigger
    Polling
    Try It
    • LocationRequired

    Trigger
    Polling
    Try It
    • LocationRequired

    • Programme (Optional)

    Trigger
    Polling
    Try It
efc-aquila logo
efc-aquila logo

About EFC Aquila

EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier