Create or update Delivra contacts when new Clio contacts are added
Effortlessly manage your contacts between Clio and Delivra with this seamless workflow. Whenever a new contact is added in Clio, this automation ensures that the contact is created or updated in Delivra as well. Stop wasting time on manual data entry and keep your contact lists consistently up-to-date across both platforms.
Effortlessly manage your contacts between Clio and Delivra with this seamless workflow. Whenever a new contact is added in Clio, this automation ensures that the contact is created or updated in Delivra as well. Stop wasting time on manual data entry and keep your contact lists consistently up-to-date across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.
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