formless + PT Distinction
Create new PT Distinction clients from formless responses
Easily onboard new clients to your PT Distinction account using this convenient formless workflow. Whenever a client submits their information through a formless entry, their details will be automatically added to PT Distinction as a new client. Save time, streamline your client management process, and ensure a smooth onboarding experience for your clients with this seamless automation.
Easily onboard new clients to your PT Distinction account using this convenient formless workflow. Whenever a client submits their information through a formless entry, their details will be automatically added to PT Distinction as a new client. Save time, streamline your client management process, and ensure a smooth onboarding experience for your clients with this seamless automation.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Add Client
Adds a new client. If a client with this email address has already been added it does nothing new.
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