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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.

Airtable
Create a Record

Creates a new record in Airtable.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action
Dext
Get a Client

Retrieves an existing client.

Action
Dext
Get a Client Activity

Retrieves an activity statistics for a client.

Action
Airtable
Get a Record

Retrieves a single record by its ID.

Action
Dext
List Clients

Retrieves a list of clients from account.

Search
Dext
Airtable
Make an API Call

Performs an arbitrary authorized API call.

Action
Airtable
Search Records

Searches for specific records or returns all records.

Search
Airtable
Update a Record

Updates a record by its ID.

Action

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