Create Dubsado projects for new Clio contacts
Effortlessly streamline your client management process with this Clio and Dubsado automation. When you add a new contact in Clio, a project will be created in Dubsado, ensuring a seamless transition between the two platforms. Save time and stay organized by allowing this workflow to handle your contact and project management tasks with ease.
Effortlessly streamline your client management process with this Clio and Dubsado automation. When you add a new contact in Clio, a project will be created in Dubsado, ensuring a seamless transition between the two platforms. Save time and stay organized by allowing this workflow to handle your contact and project management tasks with ease.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project.
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