Create new Clio contacts from new purchased Barks in Bark
Keep your client data up-to-date with this simple workflow. When a new purchase happens in the Bark app, it sets off a process that creates new contact in Clio. This saves you time updating your records manually as it happens in real time, ensuring you always have the most current information at your fingertips.
Keep your client data up-to-date with this simple workflow. When a new purchase happens in the Bark app, it sets off a process that creates new contact in Clio. This saves you time updating your records manually as it happens in real time, ensuring you always have the most current information at your fingertips.
- When this happens...New Purchased Bark
Triggers when you purchase a Bark.
- automatically do this!Create Person Contact
Creates a person contact.
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Limit results to my service areasRequired
Category
Location filter type
Try ItNew Review
Triggers when you receive a new review on your seller profile.
Try ItBark IDRequired
NoteRequired
Bark IDRequired
New Purchased Bark
Triggers when you purchase a Bark.
Try ItBark IDRequired
Bark IDRequired
Quote ValueRequired
Quote TypeRequired
Bark IDRequired
StatusRequired