Create Chargebee customers from new Clio activities
Effortlessly streamline your client management process with this automation between Clio and Chargebee. Whenever a new activity occurs in Clio, the workflow will create a new customer in Chargebee, saving you time and ensuring your customer database stays up-to-date. Keep your focus on providing excellent legal services while this seamless integration handles the administrative tasks for you.
Effortlessly streamline your client management process with this automation between Clio and Chargebee. Whenever a new activity occurs in Clio, the workflow will create a new customer in Chargebee, saving you time and ensuring your customer database stays up-to-date. Keep your focus on providing excellent legal services while this seamless integration handles the administrative tasks for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer in Chargebee.
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