Manage new, updated or deleted SmartMatchApp clients by creating form submissions in Kajabi
Streamline your client management process with this workflow. When changes occur to client details in SmartMatchApp, a new form is promptly generated in Kajabi. This consistent process ensures your client data remains up-to-date across both platforms, offering a simple solution for maintaining orderly client records while saving valuable time.
Streamline your client management process with this workflow. When changes occur to client details in SmartMatchApp, a new form is promptly generated in Kajabi. This consistent process ensures your client data remains up-to-date across both platforms, offering a simple solution for maintaining orderly client records while saving valuable time.
- When this happens...New, Updated or Deleted Client
Triggers when a client changed.
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ObjectRequired
Try ItClient ID
Created
Client IDRequired
Photo ListRequired
SiteRequired
AssessmentRequired
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Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
Client IDRequired
Fullname
Search by primary phone
Search by primary email
Is Submitted
Is Archived
SiteRequired
FormRequired
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