Create client record in Builder Prime from new TidyCal booking, format text and date
Create client record in Builder Prime from new TidyCal booking, format text and date
Create new client records in Builder Prime whenever a booking is made in TidyCal. Capture and format all relevant client information for faster onboarding and improved data accuracy.
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Overview
Create new client records in Builder Prime whenever a booking is made in TidyCal. Capture and format all relevant client information for faster onboarding and improved data accuracy.