Clio + Coda
Create new rows in Coda for every new contact in Clio
Effortlessly keep track of your new Clio contacts with this seamless workflow that adds them to a corresponding Coda table. When a new contact is created in your Clio account, this automation will create a row in your chosen Coda table, ensuring you always stay organized and up-to-date with your contacts. Say goodbye to manual data entry and focus on what matters most – growing your client base and providing exceptional service.
Effortlessly keep track of your new Clio contacts with this seamless workflow that adds them to a corresponding Coda table. When a new contact is created in your Clio account, this automation will create a row in your chosen Coda table, ensuring you always stay organized and up-to-date with your contacts. Say goodbye to manual data entry and focus on what matters most – growing your client base and providing exceptional service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Row
Creates a new row in the selected table.
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