Manage new EasyPractice clients by creating or updating them in EasyMe
Boost efficiency with this workflow that activates once a new client is added in EasyPractice. It instantly updates or creates the same client information in the EasyMe app, making it a seamless process. This streamlines your client management, ensuring all platforms are up-to-date and consistent.
Boost efficiency with this workflow that activates once a new client is added in EasyPractice. It instantly updates or creates the same client information in the EasyMe app, making it a seamless process. This streamlines your client management, ensuring all platforms are up-to-date and consistent.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create or Update Client
Creates or updates a client.
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