Export Dext clients to Airtable
About
Use this template to automatically export your Dext clients to Airtable.
The template expects your Airtable table to have the following columns:
- Client ID
- Name
- Practice code
- Provider ID
- Health score
- 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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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
When a Slack message is sent in a specified channel, the scenario checks the Google sheet with addresses. If it’s already there, it does nothing. But if it’s not there, the scenario adds the new email to the list. More information here.
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.
Creates a new record in Airtable.
Deletes a record by its ID.
Retrieves an existing client.
Retrieves an activity statistics for a client.
Retrieves a single record by its ID.
Retrieves a list of clients from account.
Performs an arbitrary authorized API call.
Searches for specific records or returns all records.
Updates a record by its ID.
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