Add new Formsite form results to PT Distinction client group
Easily streamline your client onboarding process with this automation. When a new Formsite form result is submitted, it will automatically add the client to a group in PT Distinction. This workflow saves time and effort by efficiently managing your client groups, so you can focus on providing top-quality coaching services.
Easily streamline your client onboarding process with this automation. When a new Formsite form result is submitted, it will automatically add the client to a group in PT Distinction. This workflow saves time and effort by efficiently managing your client groups, so you can focus on providing top-quality coaching services.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Add Client to Group
Adds a client to a group.
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