Reschedule Lawyer to Customers
How to reschedule Lawyer to Customers
August 14, 2020
HyperC lets you fix scheduling in place for your Lawyer to Customers with your data from Zoho — no code required.
You have this ...
A list of Lawyers
with their parameters in Zoho
A list of Customers
with parameters in Zoho
automatically do this!
reschedule to Customers
Automatically make scheduling changes in Zoho table
Workflows with Lawyer
How rescheduling Lawyer to Customers with Zoho Works
Step 1: Add Zoho as database connection.30 seconds
Step 2: Create a business rule to take Lawyer from Zoho and put to Customers table in Zoho.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from Zoho (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!