Create GatherUp customers from new Clio activities
Effortlessly gather customer feedback in GatherUp each time there's new activity in Clio using this streamlined workflow. Upon setting it up, when an activity takes place in Clio, a customer gets added to GatherUp, simplifying your feedback process and providing a deeper understanding of your clients. Improve your client communication and enhance your services with this time-saving automation.
Effortlessly gather customer feedback in GatherUp each time there's new activity in Clio using this streamlined workflow. Upon setting it up, when an activity takes place in Clio, a customer gets added to GatherUp, simplifying your feedback process and providing a deeper understanding of your clients. Improve your client communication and enhance your services with this time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
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