Create notes in Follow Up Boss for new contacts in Clio
Effortlessly track new contacts from Clio in Follow Up Boss with this efficient workflow. When a new contact is added in Clio, a note will be created in Follow Up Boss, ensuring all relevant information is consistently organized across both platforms. Streamline your client management process and stay on top of your contacts with this time-saving automation.
Effortlessly track new contacts from Clio in Follow Up Boss with this efficient workflow. When a new contact is added in Clio, a note will be created in Follow Up Boss, ensuring all relevant information is consistently organized across both platforms. Streamline your client management process and stay on top of your contacts with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a note on a contact
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