Create or update eEndorsements contacts from new Clio activities
Effortlessly maintain accurate contact data with this seamless workflow between Clio and eEndorsements. When a new activity occurs in Clio, the process will create or update a contact in eEndorsements, keeping your records well-maintained. This not only saves time but also streamlines your contact management tasks for optimal organization and efficiency.
Effortlessly maintain accurate contact data with this seamless workflow between Clio and eEndorsements. When a new activity occurs in Clio, the process will create or update a contact in eEndorsements, keeping your records well-maintained. This not only saves time but also streamlines your contact management tasks for optimal organization and efficiency.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact.
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