Hexfit
Send documents in Hexfit when new clients are added
When a new client is created in Hexfit, automate your workflow to ensure prompt delivery of relevant documents. This Hexfit feature ensures that document sending is no longer a manual task, allowing you to focus more on client needs. Good for fitness professionals wanting an efficient way to manage client documentation.
When a new client is created in Hexfit, automate your workflow to ensure prompt delivery of relevant documents. This Hexfit feature ensures that document sending is no longer a manual task, allowing you to focus more on client needs. Good for fitness professionals wanting an efficient way to manage client documentation.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Send Document
Send a document to a client or group
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New Client
Triggers when a new client is created.
Try ItClient IDRequired
Group ID
FirstnameRequired
LastnameRequired
Email
GenderRequired
File number
Actor
Force create
ValueRequired
Client ID
Group ID
Intervention CodeRequired
VisibilityRequired
New Intervention
Triggers when a new intervention is created.
Try ItClient IDRequired
Events Sequence IDRequired
Start DateRequired
Client IDRequired
Training IDRequired
Training NameRequired
Program start date
DescriptionRequired
Due DateRequired
Client ID
Group ID
Actor ID
Branch ID