Create Help Scout notes for new Clio contacts
Easily manage your client interactions with this efficient workflow between Clio and Help Scout. Whenever a new contact is created in Clio, this automation will add a note in Help Scout, simplifying your process and ensuring every important detail is captured. Stay organized and up-to-date with important information, making it a breeze to manage your client relationships.
Easily manage your client interactions with this efficient workflow between Clio and Help Scout. Whenever a new contact is created in Clio, this automation will add a note in Help Scout, simplifying your process and ensuring every important detail is captured. Stay organized and up-to-date with important information, making it a breeze to manage your client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note
Adds a note to existing conversation.
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