MyTime + Referrizer
Create new clients in MyTime from new contacts in Referrizer
Streamline your data management by linking Referrizer and MyTime. When a new contact is added in Referrizer, this workflow also updates their details in MyTime, saving you from manual data entry. It ensures a consistent customer record across both platforms, simplifying your digital operation.
Streamline your data management by linking Referrizer and MyTime. When a new contact is added in Referrizer, this workflow also updates their details in MyTime, saving you from manual data entry. It ensures a consistent customer record across both platforms, simplifying your digital operation.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Client
Create a client in MyTime
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New Contact
Triggers when a contact is created.
Try ItCreate, Update or BothRequired
First name
Last name
Full name
Phone number
Email address
Birth date
Type
Description
Labels
Create a visit
Text subscription
Email subscription
New,Updated or Deleted Appointment
Triggers when appointment is booked / updated / canceled / etc.
Try ItNew,Updated or Deleted Client
Triggers when client is created / updated / deleted.
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New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try ItNew Adjustment Event Created
Triggers when an adjustment event is created
Try ItNew, Updated, Closed Children/Pet
Triggers when a children/pet is created / updated / deleted
Try ItNew,Updated or Deleted Employee
Triggers when employee is created / updated / deleted.
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