PT Distinction + Trello
Create Trello cards for new clients added in PT Distinction
Stay organized and never miss a beat with new clients in PT Distinction. With this workflow, after you add a new client in PT Distinction, a corresponding card in Trello is created. It's perfect for keeping track of client information and tasks in one place, reducing the need for manual data entry, and helping you focus more on client training. Improve your productivity with this seamless integration between PT Distinction and Trello.
Stay organized and never miss a beat with new clients in PT Distinction. With this workflow, after you add a new client in PT Distinction, a corresponding card in Trello is created. It's perfect for keeping track of client information and tasks in one place, reducing the need for manual data entry, and helping you focus more on client training. Improve your productivity with this seamless integration between PT Distinction and Trello.
- When this happens...Client Added
Triggers when a new client is added.
- automatically do this!Create Card
Triggers when a new card is added.
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Client Added
Triggers when a new client is added.
Try ItPre-Made Package Sign Up
Triggers when someone signs up to a pre-made package.
Try ItEmailRequired
PackageRequired
EmailRequired
Client Added to Group
Triggers when a client is added to a group.
Try ItEmailRequired
First NameRequired
Last Name
GenderRequired
Send Login DetailsRequired
Password
Online or Print Only
Time Zone
Two Way Messaging
Client EmailRequired
GroupRequired
Copy Group Content to ClientRequired
EmailRequired
