Microsoft Outlook + Time To Pet
Create new Microsoft Outlook contacts for new clients in Time To Pet
This workflow takes action as soon as a new client is added in the Time To Pet application, instantly creating a corresponding new contact in the Microsoft Outlook app. Streamline your process and save time with this seamless connectivity, allowing you to focus more at building relations with your clients and less on data entry.
This workflow takes action as soon as a new client is added in the Time To Pet application, instantly creating a corresponding new contact in the Microsoft Outlook app. Streamline your process and save time with this seamless connectivity, allowing you to focus more at building relations with your clients and less on data entry.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Create Contact
Creates a new 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 ItCancelled Calendar Event
Triggers when an event is cancelled.
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 ItCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItParent FolderRequired
Child Folder
Try It
