Create EZLynx commercial applicants with opportunities from new Clio contacts
Streamline your new contact management by connecting Clio and EZLynx in this efficient workflow. When you add a new contact in Clio, this automation creates a commercial applicant with an opportunity in EZLynx. Keep your client information up-to-date and focus on providing great service without getting bogged down by manual data entry.
Streamline your new contact management by connecting Clio and EZLynx in this efficient workflow. When you add a new contact in Clio, this automation creates a commercial applicant with an opportunity in EZLynx. Keep your client information up-to-date and focus on providing great service without getting bogged down by manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
- Free forever for core features
- 14 day trial for premium features & apps