Create tasks in Microsoft To-Do for new Trainerize clients
When this happensStep 1: New Client
Then do thisStep 2: Create Task
Whenever you add a new client, you may wish to create a new task in Microsoft To-Do to follow up or check off a welcome checklist. Use this automation to create a follow-up task each time a client is added to Trainerize. You can also build on it by adding due dates or checklists to streamline the onboarding process for a new client.