Create or update EasyMe clients for new Clio contacts
Efficiently manage your client information by connecting Clio and EasyMe. With this workflow, every time a new contact is added in Clio, their information will be used to create or update a client in EasyMe. This seamless integration ensures your client data remains organized and up-to-date, helping you save time and stay focused on providing excellent service.
Efficiently manage your client information by connecting Clio and EasyMe. With this workflow, every time a new contact is added in Clio, their information will be used to create or update a client in EasyMe. This seamless integration ensures your client data remains organized and up-to-date, helping you save time and stay focused on providing excellent service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Creates or updates a client.
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