Create Hive projects for new Clio contacts
Effortlessly manage your contacts and projects with this seamless workflow between Clio and Hive. When you add a new contact in Clio, a project will be copied in Hive, ensuring that your team can easily stay organized and updated on all client information. Save time and streamline your client management process by establishing a consistent and efficient connection between the two platforms.
Effortlessly manage your contacts and projects with this seamless workflow between Clio and Hive. When you add a new contact in Clio, a project will be copied in Hive, ensuring that your team can easily stay organized and updated on all client information. Save time and streamline your client management process by establishing a consistent and efficient connection between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Copy Project
Copy project.
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