Add new confirmed packages in Practice Better to groups in Heartbeat
Easily manage your client groups on Heartbeat each time a package is confirmed on Practice Better. This workflow instantly adds the details of the confirmed packages in Practice Better to a dedicated group in Heartbeat, streamlining your processes and ensuring that each package is properly tracked and accounted for within your Heartbeat client groups. Benefit from a more efficient, organic flow of information between these two applications.
Easily manage your client groups on Heartbeat each time a package is confirmed on Practice Better. This workflow instantly adds the details of the confirmed packages in Practice Better to a dedicated group in Heartbeat, streamlining your processes and ensuring that each package is properly tracked and accounted for within your Heartbeat client groups. Benefit from a more efficient, organic flow of information between these two applications.
- When this happens...Confirmed Package
Triggers when a package is confirmed.
- automatically do this!Add to Group
Add users to a group
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