Create new Advantage Anywhere contacts from new Clio contacts
Effortlessly manage your contacts between Clio and Advantage Anywhere with this seamless automation. When a new contact is added in Clio, a contact will be created in Advantage Anywhere, ensuring your databases are consistently up-to-date. Save time and streamline your workflow by keeping your contacts organized across both platforms.
Effortlessly manage your contacts between Clio and Advantage Anywhere with this seamless automation. When a new contact is added in Clio, a contact will be created in Advantage Anywhere, ensuring your databases are consistently up-to-date. Save time and streamline your workflow by keeping your contacts organized across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact (i.e. Lead, Prospect, Client)
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