Create or update Follow Up Boss contacts when new activities occur in Clio
Efficiently manage your contacts by connecting Clio and Follow Up Boss with this seamless workflow. Whenever a new activity occurs in the Clio app, this automation will ensure that the corresponding contact is created or updated within Follow Up Boss, without triggering any action plans. Stay organized and up-to-date without any manual effort.
Efficiently manage your contacts by connecting Clio and Follow Up Boss with this seamless workflow. Whenever a new activity occurs in the Clio app, this automation will ensure that the corresponding contact is created or updated within Follow Up Boss, without triggering any action plans. Stay organized and up-to-date without any manual effort.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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