Add custom attributes to ChartMogul customers for new Clio activities
Efficiently track your clients' data with this seamless workflow between Clio and ChartMogul. Whenever a new activity occurs in Clio, this automation updates the corresponding customer's custom attributes in ChartMogul using their external ID. Stay on top of your clients' information and provide tailored services, all while saving time and maintaining accuracy.
Efficiently track your clients' data with this seamless workflow between Clio and ChartMogul. Whenever a new activity occurs in Clio, this automation updates the corresponding customer's custom attributes in ChartMogul using their external ID. Stay on top of your clients' information and provide tailored services, all while saving time and maintaining accuracy.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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