Create EZLynx applicants with opportunities from new Clio activities
Efficiently manage your client intake process with this seamless workflow that connects Clio and EZLynx. Whenever a new activity takes place in Clio, a personal applicant with an opportunity will be created in EZLynx, making sure you never miss a potential client. Stay on top of your workload and streamline your client onboarding process with this time-saving automation.
Efficiently manage your client intake process with this seamless workflow that connects Clio and EZLynx. Whenever a new activity takes place in Clio, a personal applicant with an opportunity will be created in EZLynx, making sure you never miss a potential client. Stay on top of your workload and streamline your client onboarding process with this time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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