Create new Clio person contacts from GoCanvas submissions
Effortlessly streamline your contact management process with this GoCanvas to Clio workflow. Whenever there's a new submission in GoCanvas, it will create a person contact in Clio for you. Save time and enhance organization by consolidating your contacts in one place, perfect for legal professionals managing multiple clients.
Effortlessly streamline your contact management process with this GoCanvas to Clio workflow. Whenever there's a new submission in GoCanvas, it will create a person contact in Clio for you. Save time and enhance organization by consolidating your contacts in one place, perfect for legal professionals managing multiple clients.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Person Contact
Creates a person contact.
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