Create new Documint documents for every new Clio contact
Streamline your document creation process by connecting Clio and Documint. With this workflow, whenever you add a new contact in Clio, a corresponding document will be created in Documint, saving you time and enhancing efficiency. This seamless integration ensures your important documents are always up-to-date with the latest contact information.
Streamline your document creation process by connecting Clio and Documint. With this workflow, whenever you add a new contact in Clio, a corresponding document will be created in Documint, saving you time and enhancing efficiency. This seamless integration ensures your important documents are always up-to-date with the latest contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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