Create or update Dotdigital contacts from new Clio activities
Stay on top of your client relations by integrating Clio and Dotdigital with this seamless workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Dotdigital, ensuring your contact database is always up-to-date. Simplify your contact management and enhance communication, all without any manual work.
Stay on top of your client relations by integrating Clio and Dotdigital with this seamless workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Dotdigital, ensuring your contact database is always up-to-date. Simplify your contact management and enhance communication, all without any manual work.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing one. Match on email or mobile number. Optionally add contact to a list, and include data fields.
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