Create DialMyCalls contacts from new Clio activities
Effortlessly stay connected with your clients by automating contact creation in DialMyCalls whenever there's new activity in Clio. This streamlined workflow helps you save time and ensures your contact list in DialMyCalls stays updated, so you can focus on providing top-notch legal services to your clients.
Effortlessly stay connected with your clients by automating contact creation in DialMyCalls whenever there's new activity in Clio. This streamlined workflow helps you save time and ensures your contact list in DialMyCalls stays updated, so you can focus on providing top-notch legal services to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add a Contact
Add a new contact to your DialMyCalls account
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