Create or update eEndorsements contacts when new contacts are added in Clio
Keep your eEndorsements contact list up-to-date with this Clio-to-eEndorsements workflow. When a new contact is added in Clio, this automation will create or update the corresponding contact in eEndorsements, ensuring you always have the latest information at your fingertips. Streamline your client management process and focus on building better relationships without the hassle of manual updates.
Keep your eEndorsements contact list up-to-date with this Clio-to-eEndorsements workflow. When a new contact is added in Clio, this automation will create or update the corresponding contact in eEndorsements, ensuring you always have the latest information at your fingertips. Streamline your client management process and focus on building better relationships without the hassle of manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a new contact.
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