Microsoft Excel + Time To Pet
Add new Time To Pet prospects to a Microsoft Excel row as soon as they are created
Keep track of new prospects effortlessly with this smart automation. Whenever you onboard a new prospect within Time To Pet, a fresh row will be added directly to your Microsoft Excel spreadsheet. This not only ensures you never miss a potential client's details, but it also increases your business's efficiency by eliminating the chore of manual data entry. It's the simplest way to enhance your prospect tracking and productivity.
Keep track of new prospects effortlessly with this smart automation. Whenever you onboard a new prospect within Time To Pet, a fresh row will be added directly to your Microsoft Excel spreadsheet. This not only ensures you never miss a potential client's details, but it also increases your business's efficiency by eliminating the chore of manual data entry. It's the simplest way to enhance your prospect tracking and productivity.
- When this happens...New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try It
