Create CoachAccountable clients from new Clio contacts
Easily manage and streamline your client onboarding process with this Clio and CoachAccountable integration. Whenever you add a new contact in Clio, this workflow will automatically create a new client in CoachAccountable, saving you time and ensuring a seamless transition between your legal practice and coaching workflows. Keep your client management organized and efficient with this simple automation.
Easily manage and streamline your client onboarding process with this Clio and CoachAccountable integration. Whenever you add a new contact in Clio, this workflow will automatically create a new client in CoachAccountable, saving you time and ensuring a seamless transition between your legal practice and coaching workflows. Keep your client management organized and efficient with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add New Client
Adds a new Client.
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