Asana + PT Distinction
Create tasks in Asana for new clients added in PT Distinction
Streamline your client management and task assignment with this efficient workflow. Whenever a new client is added on PT Distinction, a corresponding task is immediately created in Asana. This seamless process not only saves time but also ensures that every new client is promptly attended to, enhancing your service delivery and client satisfaction.
Streamline your client management and task assignment with this efficient workflow. Whenever a new client is added on PT Distinction, a corresponding task is immediately created in Asana. This seamless process not only saves time but also ensures that every new client is promptly attended to, enhancing your service delivery and client satisfaction.
- When this happens...Client Added
Triggers when a new client is added.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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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
