Create or update OpenPhone contacts when new or updated clients are added in Time To Pet
Easily manage your client details with this automation that connects Time To Pet to OpenPhone. Whenever your client details are added or updated in Time To Pet, this workflow ensures the same changes reflect in the OpenPhone contact information. This ensures a seamless transition of your data between the two platforms, keeping your contact information accurate and up-to-date.
Easily manage your client details with this automation that connects Time To Pet to OpenPhone. Whenever your client details are added or updated in Time To Pet, this workflow ensures the same changes reflect in the OpenPhone contact information. This ensures a seamless transition of your data between the two platforms, keeping your contact information accurate and up-to-date.
- When this happens...Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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 ItSelect Phone NumbersRequired
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 ItSelect Phone NumbersRequired
Try ItPhone NumbersRequired
Try It