Create new DatHuis contacts from Clio activities for seamless event-based management
Seamlessly manage your contacts between Clio and DatHuis with this efficient workflow. Whenever a new activity occurs in Clio, a contact will be created in DatHuis based on the event details. This way, you can keep track of your contacts without manual intervention, allowing you to focus on more important tasks.
Seamlessly manage your contacts between Clio and DatHuis with this efficient workflow. Whenever a new activity occurs in Clio, a contact will be created in DatHuis based on the event details. This way, you can keep track of your contacts without manual intervention, allowing you to focus on more important tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact by Event
Creates a new contact and event.
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