Create or update Accelo contacts for new Clio contacts
Effortlessly maintain up-to-date contact information across your legal practice management and client management platforms with this Clio-Accelo integration. When a new contact is created in Clio, this workflow will automatically create or update the respective contact in Accelo, saving you time and reducing data entry errors. Keep your focus on client relationships, and let this automation handle contact synchronization.
Effortlessly maintain up-to-date contact information across your legal practice management and client management platforms with this Clio-Accelo integration. When a new contact is created in Clio, this workflow will automatically create or update the respective contact in Accelo, saving you time and reducing data entry errors. Keep your focus on client relationships, and let this automation handle contact synchronization.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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