Clio + Microsoft Excel
Add new rows in Microsoft Excel for each new contact in Clio
Streamline your contact management process with this Clio-Microsoft Excel workflow. Each time a new contact is created in Clio, a row will be added in your chosen Microsoft Excel spreadsheet. This helps to ensure your contact information remains accurate, up-to-date, and easily accessible. This automation is perfect for businesses looking to maintain organized, efficient records without the extra manual work.
Streamline your contact management process with this Clio-Microsoft Excel workflow. Each time a new contact is created in Clio, a row will be added in your chosen Microsoft Excel spreadsheet. This helps to ensure your contact information remains accurate, up-to-date, and easily accessible. This automation is perfect for businesses looking to maintain organized, efficient records without the extra manual work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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