Clio + Google Sheets
Update Clio contacts when new rows are added to Google Sheets
Ensure your client's information remains up to date with this streamlined process. When you add a new row in your Google Sheets document, this workflow will update the corresponding person's contact in Clio, keeping your database accurate and efficient. This not only saves time but also reduces the possibility of manual entry errors. Useful for law firms and legal practitioners utilizing Clio for their client management.
Ensure your client's information remains up to date with this streamlined process. When you add a new row in your Google Sheets document, this workflow will update the corresponding person's contact in Clio, keeping your database accurate and efficient. This not only saves time but also reduces the possibility of manual entry errors. Useful for law firms and legal practitioners utilizing Clio for their client management.
- When this happens...New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
- automatically do this!Update Person Contact
Updates an existing person contact.
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