Export Dext clients to Airtable
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.
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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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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