Create Checkvist list items for new Clio contacts
Effortlessly manage your contacts and tasks with this seamless workflow between Clio and Checkvist. When a new contact is added in Clio, a corresponding list item is created in Checkvist, ensuring that important tasks or follow-ups are always within reach. Stay organized and efficient by streamlining your contact management process with this automation.
Effortlessly manage your contacts and tasks with this seamless workflow between Clio and Checkvist. When a new contact is added in Clio, a corresponding list item is created in Checkvist, ensuring that important tasks or follow-ups are always within reach. Stay organized and efficient by streamlining your contact management process with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create List Item
Creates a new item in a selected list.
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