shangle
Member
I want to have ClientJoy add a new lead when someone books a particular appointment in Acuity type BUT I need it to check to see if the lead already exists and only add them as a Lead if they aren't already in the CRM.
I know this needs to be a conditional statement of some type..
So
TRIGGER- when some books appointment type X - ACTION - then check to see if there is an email match in the Leads and if there is a match do nothing , if there is not a match then add the data as a new lead.
At the same time - I would also like the creation of the Acuity appointment to create the appointment task in clientjoy - since that is a totally different scenario I'm thinking I would need to make a different workflow.
Can one trigger - (Book appointment) - make two different actions happen?
Example:
New person books appointment type X - is TRIGGER/ create new lead if one doesn't exists and also - add that date/time for appointment as action in client joy is ACTION
New appointment type X booked - is TRIGGER / if lead exists then add the the date time of appointment in ClientJoy.
I'm coming from a different integration software and can't seem to figure out how to make the conditional steps happen in one workflow and though I've watched a few of the videos, I'm missing this basic concept of how do make conditional actions happen in Pabbly Connect.
Thanks a ton
I know this needs to be a conditional statement of some type..
So
TRIGGER- when some books appointment type X - ACTION - then check to see if there is an email match in the Leads and if there is a match do nothing , if there is not a match then add the data as a new lead.
At the same time - I would also like the creation of the Acuity appointment to create the appointment task in clientjoy - since that is a totally different scenario I'm thinking I would need to make a different workflow.
Can one trigger - (Book appointment) - make two different actions happen?
Example:
New person books appointment type X - is TRIGGER/ create new lead if one doesn't exists and also - add that date/time for appointment as action in client joy is ACTION
New appointment type X booked - is TRIGGER / if lead exists then add the the date time of appointment in ClientJoy.
I'm coming from a different integration software and can't seem to figure out how to make the conditional steps happen in one workflow and though I've watched a few of the videos, I'm missing this basic concept of how do make conditional actions happen in Pabbly Connect.
Thanks a ton