Add new Clio contacts to AskNicely as persons
When a new contact is created in Clio, ensure you maintain that personal touch by instantly adding them as a person in AskNicely. This automation streamlines your data management process, ensuring relevant data is conveniently available across both your legal practice and customer experience platforms. Save time and increase efficiency by having all your important information in one place.
When a new contact is created in Clio, ensure you maintain that personal touch by instantly adding them as a person in AskNicely. This automation streamlines your data management process, ensuring relevant data is conveniently available across both your legal practice and customer experience platforms. Save time and increase efficiency by having all your important information in one place.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Person
Add a person to AskNicely.
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