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Export Dext clients to Airtable

Export Dext clients to Airtable

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Use this template to automatically export your Dext clients to Airtable.

The template expects your Airtable table to have the following columns:

  1. Client ID
  2. Name
  3. Practice code
  4. Provider ID
  5. Health score
  6. Alert level

The template is scheduled to run every day at 10:00 AM. You can change the schedule after you set up the template by clicking the clock icon on the first module.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Bulk Create Records (advanced)

Сreates multiple records.

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Bulk Delete Records (advanced)

Deletes multiple records.

Action
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Bulk Update Records (advanced)

Updates multiple existing records.

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Bulk Upsert Records (advanced)

Upserts multiple records.

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Create a Record

Creates a new record in Airtable.

Action
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Delete a Record

Deletes a record by its ID.

Action
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Get a Client

Retrieves an existing client.

Action
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Get a Client Activity

Retrieves an activity statistics for a client.

Action
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Get a Record

Retrieves a single record by its ID.

Action

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