Create or update EasyMe clients from new Clio activities
Effortlessly manage your client information across platforms with this seamless Clio and EasyMe workflow. When new activity occurs in Clio, this automation will create or update the client details in EasyMe, ensuring their information is always up-to-date. Save time and eliminate manual data entry, while maintaining a consistent database for your clients.
Effortlessly manage your client information across platforms with this seamless Clio and EasyMe workflow. When new activity occurs in Clio, this automation will create or update the client details in EasyMe, ensuring their information is always up-to-date. Save time and eliminate manual data entry, while maintaining a consistent database for your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Client
Creates or updates a client.
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