Add new PT Distinction clients to a group and create Google Sheets spreadsheet rows instantly
Track your PT Distinction group additions easily by linking it with Google Sheets. With this workflow, every new client added to a group in PT Distinction generates a new row in a selected Google Sheets spreadsheet. Keep your data organized and streamline your client management process with this simple, yet effective, workflow.
Track your PT Distinction group additions easily by linking it with Google Sheets. With this workflow, every new client added to a group in PT Distinction generates a new row in a selected Google Sheets spreadsheet. Keep your data organized and streamline your client management process with this simple, yet effective, workflow.
- When this happens...Client Added to Group
Triggers when a client is added to a group.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Added
Triggers when a new client is added.
Try ItPre-Made Package Sign Up
Triggers when someone signs up to a pre-made package.
Try ItEmailRequired
PackageRequired
EmailRequired
Client Added to Group
Triggers when a client is added to a group.
Try ItEmailRequired
First NameRequired
Last Name
GenderRequired
Send Login DetailsRequired
Password
Online or Print Only
Time Zone
Two Way Messaging
Client EmailRequired
GroupRequired
Copy Group Content to ClientRequired
EmailRequired