Clio + Endorsal
Create new Endorsal contacts from new Clio activities
Effortlessly manage your client relationships with this Clio to Endorsal automation. When a new activity occurs in Clio, it will create a new contact in Endorsal, helping you stay organized and efficiently handle your growing client base. Save time, eliminate manual entry, and ensure your contacts are always up-to-date with this seamless workflow.
Effortlessly manage your client relationships with this Clio to Endorsal automation. When a new activity occurs in Clio, it will create a new contact in Endorsal, helping you stay organized and efficiently handle your growing client base. Save time, eliminate manual entry, and ensure your contacts are always up-to-date with this seamless workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create a New Contact
Creates a new contact to send a testimonial request to.
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