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Hexfit + Hexfit + Filter by Zapier

Hexfit + Hexfit + Filter by Zapier

Hexfit + Hexfit integrations

Create tasks in Hexfit when new Hexfit interventions are created

Follow up on new interventions effortlessly with this Zap. Once it's active, this integration automatically creates a Hexfit task when an intervention is created in a client file in Hexfit.

  1. When this happens...
    New Intervention
    New Intervention
    New InterventionTriggers when a new intervention is created.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this!
    Create Task
    Create Task
    Create TaskCreates a task in a group or client
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More things you can do with Hexfit and Filter by Zapier

Discover other triggers and actions you can use with Hexfit and Filter by Zapier

  • Hexfit triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Group ID
    Action
    Write
    • Firstname
      Required
    • Lastname
      Required
    • Email
    • Gender
      Required
    • File number
    • Birthday
    • Actor
    • Do clients need to log in to this account?
    Action
    Write
    • Value
      Required
    • Client ID
    • Group ID
    • Intervention Code
      Required
    • Visibility
      Required
    Action
    Write
  • Hexfit triggers, actions, and search
    New Intervention

    Triggers when a new intervention is created.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Events Sequence ID
      Required
    • Start Date
      Required
    Action
    Write
    • Client ID
      Required
    • Training ID
      Required
    • Training Name
      Required
    • Program start date
    Action
    Write
    • Description
      Required
    • Due Date
      Required
    • Client ID
    • Group ID
    • Actor ID
    • Branch ID
    Action
    Write
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About Hexfit
Hexfit is an interprofessional customer monitoring software that allows you to optimize the achievement of your customers' objectives.
Related categories
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Related categories

Related Zap Templates