Create or update GreenRope contacts with new Clio activities
Keep your client information up-to-date with this workflow between Clio and GreenRope. Whenever there's a new activity in Clio, this automation will create or update the corresponding contact in GreenRope, ensuring a consistent and organized contact management process. Stay on top of your client interactions with ease and never worry about manual data entry again.
Keep your client information up-to-date with this workflow between Clio and GreenRope. Whenever there's a new activity in Clio, this automation will create or update the corresponding contact in GreenRope, ensuring a consistent and organized contact management process. Stay on top of your client interactions with ease and never worry about manual data entry again.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact, updates an existing contact if exists.
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