Export Dext clients to Airtable
Export Dext clients to Airtable
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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.
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.
Сreates multiple records.
Deletes multiple records.
Updates multiple existing records.
Upserts multiple records.
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.
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