Create or update Airtable records when new clients are added to groups in WellnessLiving
Keep your client records up-to-date easily with this workflow. Whenever a new client is added to a group in WellnessLiving, an entry is instantly created or updated in Airtable. This seamless process ensures that you always have the most current client information at your fingertips, simplifying management tasks and streamlining communication efforts. Enjoy a smooth, coordinated system between WellnessLiving and Airtable with this efficient automation for enhanced productivity.
Keep your client records up-to-date easily with this workflow. Whenever a new client is added to a group in WellnessLiving, an entry is instantly created or updated in Airtable. This seamless process ensures that you always have the most current client information at your fingertips, simplifying management tasks and streamlining communication efforts. Enjoy a smooth, coordinated system between WellnessLiving and Airtable with this efficient automation for enhanced productivity.
- When this happens...Added to Client Group
Triggers when a client is added to a client group in WellnessLiving.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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