Update Cloze people when new Clio activities occur
Effortlessly keep your contacts up to date across both Clio and Cloze with this seamless automation. Whenever a new activity occurs in Clio, this workflow will create or update the corresponding person in Cloze. This way, you can manage your contacts efficiently, ensuring all client information is consistent and easily accessible in both platforms.
Effortlessly keep your contacts up to date across both Clio and Cloze with this seamless automation. Whenever a new activity occurs in Clio, this workflow will create or update the corresponding person in Cloze. This way, you can manage your contacts efficiently, ensuring all client information is consistent and easily accessible in both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update a Person
Creates or updates a person.
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