Routine + Time To Pet

Create tasks in Routine for new clients created in Time To Pet

Effortlessly manage new client tasks with this efficient workflow. As soon as you add a new client in Time To Pet, this automation creates a corresponding task in your Routine app. It takes the legwork out of task management, ensuring you never miss an important step in your client onboarding process. Stay organized and responsive with this seamless solution.

Effortlessly manage new client tasks with this efficient workflow. As soon as you add a new client in Time To Pet, this automation creates a corresponding task in your Routine app. It takes the legwork out of task management, ensuring you never miss an important step in your client onboarding process. Stay organized and responsive with this seamless solution.

  1. When this happens...
    Time To PetTime To Pet
    New Client Created

    Triggers when a new client is created in Time To Pet.

    TriggerInstant
  2. automatically do this!
    RoutineRoutine
    Create Task

    Creates a new Task

    ActionWrite
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Supported triggers and actions

  • Time To Pet triggers, actions, and search

    New Prospect Created

    Triggers when a new client creates their own account via the portal AND requires approval.

    Trigger
    Instant
    Try It
  • Time To Pet triggers, actions, and search

    Client Created or Updated

    Will be triggered whenever a Client has been created or when their profile details have been updated.

    Trigger
    Instant
    Try It
    • Task NameRequired

    • Origin URL

    Action
    Write
routine logo
routine logo

About Routine

Routine is the next-generation productivity suite for professionals and teams
Learn more

Related categories

  • Productivity
time-to-pet logo
time-to-pet logo

About Time To Pet

Everything you need to manage, grow, and love your pet sitting or dog walking business.
Learn more

Related categories

  • CRM (Customer Relationship Management)