Notify DialMyCalls to send phone calls for new Clio activities
Stay on top of client interactions with this efficient workflow that connects Clio and DialMyCalls. Whenever a new activity is logged in Clio, a phone call will be sent through DialMyCalls, ensuring timely follow-ups and seamless communication. No more manual tracking or missed connections - keep your practice running smoothly with this automated process.
Stay on top of client interactions with this efficient workflow that connects Clio and DialMyCalls. Whenever a new activity is logged in Clio, a phone call will be sent through DialMyCalls, ensuring timely follow-ups and seamless communication. No more manual tracking or missed connections - keep your practice running smoothly with this automated process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Phone Call
Sends an outgoing phone call.
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