Create tasks in Bonjoro for new Clio contacts
Seamlessly manage your contacts by connecting Clio and Bonjoro in a workflow. When a new contact is added in Clio, a task will be created in Bonjoro, making it easy to reach out to them with personalized videos or follow-ups. Save time and improve client relationships with this efficient automation.
Seamlessly manage your contacts by connecting Clio and Bonjoro in a workflow. When a new contact is added in Clio, a task will be created in Bonjoro, making it easy to reach out to them with personalized videos or follow-ups. Save time and improve client relationships with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
- Free forever for core features
- 14 day trial for premium features & apps