Create or update CloudTalk contacts from new Clio activities
Stay organized and efficient by instantly updating your CloudTalk contacts when new activities are recorded in Clio. This workflow seamlessly links Clio and CloudTalk, ensuring that client communication continues smoothly by creating or updating contacts in CloudTalk when new activities are logged in Clio. Save time and maintain up-to-date contact information - effortlessly.
Stay organized and efficient by instantly updating your CloudTalk contacts when new activities are recorded in Clio. This workflow seamlessly links Clio and CloudTalk, ensuring that client communication continues smoothly by creating or updating contacts in CloudTalk when new activities are logged in Clio. Save time and maintain up-to-date contact information - effortlessly.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new or updates an existing contact.
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