BannerSeason + Clio
Create or update BannerSeason contacts when new contacts are added in Clio
Effortlessly manage your contacts between Clio and BannerSeason with this convenient automation. Whenever a new contact is added in Clio, this workflow will create or update the corresponding contact in BannerSeason, ensuring accurate and up-to-date information across both platforms. Save time and maintain consistency by streamlining your contact management process.
Effortlessly manage your contacts between Clio and BannerSeason with this convenient automation. Whenever a new contact is added in Clio, this workflow will create or update the corresponding contact in BannerSeason, ensuring accurate and up-to-date information across both platforms. Save time and maintain consistency by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Adds a new contact or updates an existing one in your BannerSeason contact list.
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