Enroll new Clio contacts as students in Heights Platform
Effortlessly enroll new contacts from Clio into Heights Platform courses using this workflow. When you add a new contact in Clio, this integration ensures they are registered as a student in your Heights Platform course. Simplify your client onboarding process and keep your contacts and students updated without manual duplication, saving you valuable time and streamlining your course management.
Effortlessly enroll new contacts from Clio into Heights Platform courses using this workflow. When you add a new contact in Clio, this integration ensures they are registered as a student in your Heights Platform course. Simplify your client onboarding process and keep your contacts and students updated without manual duplication, saving you valuable time and streamlining your course management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Enroll Student
Creates a student & enrolls in your program. If student exists for the email provided, they are updated & enrolled. Student will be sent an email with login info. Optionally grant a course or bundle.
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