Invite users in Heartbeat once new packages are confirmed in Practice Better
With this seamless workflow, as soon as a package is confirmed in your Practice Better account, it invites users in the Heartbeat app. This process helps you ensure timely user invites in Heartbeat, leveraging the status updates in Practice Better. This automation increases efficiency, saving you valuable time that you can use to focus on more pressing tasks.
With this seamless workflow, as soon as a package is confirmed in your Practice Better account, it invites users in the Heartbeat app. This process helps you ensure timely user invites in Heartbeat, leveraging the status updates in Practice Better. This automation increases efficiency, saving you valuable time that you can use to focus on more pressing tasks.
- When this happens...Confirmed Package
Triggers when a package is confirmed.
- automatically do this!Invite Users
Send an email to new users, inviting them to join Heartbeat. If a pre-approved invitation link is selected, the email will be approved automatically.
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