Create new FreeAgent contacts for new Clio activities
Effortlessly keep your contacts up-to-date between Clio and FreeAgent with this seamless workflow. Whenever there's a new activity in your Clio app, a corresponding contact will be created in your FreeAgent account. This efficient automation helps you save time and ensures that your contact information remains consistent across both platforms.
Effortlessly keep your contacts up-to-date between Clio and FreeAgent with this seamless workflow. Whenever there's a new activity in your Clio app, a corresponding contact will be created in your FreeAgent account. This efficient automation helps you save time and ensures that your contact information remains consistent across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Triggers when you add a new contact.
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