Privyr + Ragic
Create new Privyr clients from new Ragic records
Streamline your client management process with this time-saving workflow. When a new record is entered in Ragic, it initiates the creation of a new client in Privyr. This efficient process ensures your client data in Privyr is always up-to-date with your Ragic entries, allowing you to focus more on delivering excellent service and less on manual data entry.
Streamline your client management process with this time-saving workflow. When a new record is entered in Ragic, it initiates the creation of a new client in Privyr. This efficient process ensures your client data in Privyr is always up-to-date with your Ragic entries, allowing you to focus more on delivering excellent service and less on manual data entry.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Client
Create a new client in your Privyr account
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