Manage new, updated or deleted SmartMatchApp clients by creating form submissions in Kajabi
Streamline your client management process with this workflow. When changes occur to client details in SmartMatchApp, a new form is promptly generated in Kajabi. This consistent process ensures your client data remains up-to-date across both platforms, offering a simple solution for maintaining orderly client records while saving valuable time.
- When this happens...New, Updated or Deleted ClientTriggers when a client changed.
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More things you can do with SmartMatchApp and Kajabi
Discover other triggers and actions you can use with SmartMatchApp and Kajabi
- ObjectRequired
Try ItTriggerInstant- Client ID
- Created
ActionWrite- Client IDRequired
- Photo ListRequired
ActionWrite- SiteRequired
- AssessmentRequired
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- Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
ActionWrite - Client IDRequired
ActionWrite- Fullname
- Search by primary phone
- Search by primary email
- Is_submitted
- Is_archived
ActionSearch- SiteRequired
- FormRequired
Try ItTriggerInstant
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