Create tasks in Microsoft To-Do for new Trainerize clients
Whenever you add a new client, you may wish to create a new task in Microsoft To-Do to follow up or check off a welcome checklist. Use this automation to create a follow-up task each time a client is added to Trainerize. You can also build on it by adding due dates or checklists to streamline the onboarding process for a new client.
Whenever you add a new client, you may wish to create a new task in Microsoft To-Do to follow up or check off a welcome checklist. Use this automation to create a follow-up task each time a client is added to Trainerize. You can also build on it by adding due dates or checklists to streamline the onboarding process for a new client.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Task
Triggers when a new task is created.
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