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Privyr + Ragic

Create new Privyr clients from new Ragic records

Streamline your client management process with this time-saving workflow. When a new record is entered in Ragic, it initiates the creation of a new client in Privyr. This efficient process ensures your client data in Privyr is always up-to-date with your Ragic entries, allowing you to focus more on delivering excellent service and less on manual data entry.

When this happens...
New RecordTriggers when a new record is created.
TriggerPolling
automatically do this!
Create Client Create a new client in your Privyr account
ActionWrite

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More things you can do with Ragic and Privyr

Discover other triggers and actions you can use with Ragic and Privyr

- Sheet
  Required
Trigger
Polling
Try It
- Sheet
  Required
Action
Write
- Client Name
  Required
- Phone Number
- Email Address
- Additional Client Details
- Lead Source
  Required
Action
Write

- Sheet
  Required
Trigger
Instant
Try It
- Sheet
  Required
Action
Write

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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Related categories

Contact Management

About Ragic

Ragic is an online database builder for creating real-world business applications using a simple Excel-like interface.

Learn moreLearn moreHelpHelp

Related categories

App Builder

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