Create new Clio company contacts from GoCanvas submissions
Effortlessly manage your company contacts by connecting GoCanvas and Clio with this seamless workflow. When a new submission is received in GoCanvas, a company contact will be created in Clio, streamlining your process and saving you valuable time. Keep your client information organized and up-to-date without manual data entry.
Effortlessly manage your company contacts by connecting GoCanvas and Clio with this seamless workflow. When a new submission is received in GoCanvas, a company contact will be created in Clio, streamlining your process and saving you valuable time. Keep your client information organized and up-to-date without manual data entry.
- 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 Company Contact
Creates a company contact.
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