Reassign Follow Up Boss agents when new Clio activities occur
Stay on top of your team's progress by seamlessly reassigning agents in Follow Up Boss whenever there's a new activity in Clio. This workflow automatically transfers new activity information from Clio to Follow Up Boss, ensuring that tasks are delegated to the right agent in real-time. Improve your team's efficiency and organization by streamlining the task assignment process.
Stay on top of your team's progress by seamlessly reassigning agents in Follow Up Boss whenever there's a new activity in Clio. This workflow automatically transfers new activity information from Clio to Follow Up Boss, ensuring that tasks are delegated to the right agent in real-time. Improve your team's efficiency and organization by streamlining the task assignment process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Reassign Agent
Assign a different agent to this contact.
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