Update client info, schedule session, and create subscriber in Flodesk from Dubsado contract
Update client info, schedule session, and create subscriber in Flodesk from Dubsado contract
Update client information and schedule sessions when contracts are signed. Capture new data in Dubsado, format dates with Formatter by Zapier, and keep Flodesk and LeadConnector contacts current for better client management.
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Overview
Update client information and schedule sessions when contracts are signed. Capture new data in Dubsado, format dates with Formatter by Zapier, and keep Flodesk and LeadConnector contacts current for better client management.