Abby Connect + Clio + Filter by Zapier
Create person contacts in Clio when Abby Connect receptionists send new receptionist messages
Are you currently creating person contacts in Clio by hand every time your Abby Connect receptionists send you a new client form? With this integration, you can do that more efficiently. Once this Zap is in place, your new receptionist messages for new clients will automatically create a person contact in Clio.
Are you currently creating person contacts in Clio by hand every time your Abby Connect receptionists send you a new client form? With this integration, you can do that more efficiently. Once this Zap is in place, your new receptionist messages for new clients will automatically create a person contact in Clio.
- When this happens...New Receptionist Message
Triggers when a new Receptionist Message is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Person Contact
Creates a person contact.
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