Manage new Clio activities by creating or updating Froged contacts
Effortlessly keep your contacts up-to-date between Clio and Froged with this seamless workflow. Whenever a new activity occurs in Clio, the corresponding contact will be created or updated in Froged. This way, you can always ensure consistent data across both platforms, saving you time and manual effort.
Effortlessly keep your contacts up-to-date between Clio and Froged with this seamless workflow. Whenever a new activity occurs in Clio, the corresponding contact will be created or updated in Froged. This way, you can always ensure consistent data across both platforms, saving you time and manual effort.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update a Contact
If userId or the contact's email exist, it will be updated, if not, it will create a new contact
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