Add Provider to Mailing List and Monthly Meetings

SmartSuite

Mailchimp

Google Calendar

Created by

Dymir Tatem

CEO

Relay.app screenshot of: Add Provider to Mailing List and Monthly Meetings

Steps in this workflow

Record changed

Behavioral Assistant

Master Level IIC

Path rules

Add subscriber to list

Add medical provider to mailing list and monthly supervision meetings

Record changed

App SmartSuite

Trigger Record changed

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Paths

Behavioral Assistant

Master Level IIC

This path will be taken when the rules below match.

Relay.app screenshot of: Path: Behavioral Assistant

Paths make it super easy to create complex, multi-outcome workflows.

Documentation

descriptionFlow control: paths

Add subscriber to list

AppMailchimp

Documentation

descriptionActions 101

As CEO of a mental health agency, I use Relay.app to help me automate a lot of things. When we started, we were using Relay.app for our hiring process. Now we also use it to communicate with and support our providers.

This automation shows how we onboard new providers to our mailing list and to monthly supervision meetings.

I like that Relay.app is very user friendly. It's easy to test each automation at every step of the way as opposed to waiting.

Also, every other day the Relay.app team is releasing some cool new feature.

Dymir Tatem

CEO

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Add Provider to Mailing List and Monthly Meetings