Create new Chekkit customers from new Clio contacts
Effortlessly manage your client workflow by connecting Clio and Chekkit with this seamless automation. Whenever you create a new contact in Clio, this workflow will automatically add them as a customer in Chekkit, ensuring your customer data stays consistent across both platforms. Save time and streamline your client management process without ever missing a beat.
Effortlessly manage your client workflow by connecting Clio and Chekkit with this seamless automation. Whenever you create a new contact in Clio, this workflow will automatically add them as a customer in Chekkit, ensuring your customer data stays consistent across both platforms. Save time and streamline your client management process without ever missing a beat.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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