Add new Clio contacts as Hoops customers
Effortlessly manage your contacts and customers with this convenient Clio-Hoops integration. As soon as a new contact is added in Clio, this workflow will instantly create a customer in Hoops, streamlining your data management process. Save time and stay organized with this seamless automation between your legal and business platforms.
Effortlessly manage your contacts and customers with this convenient Clio-Hoops integration. As soon as a new contact is added in Clio, this workflow will instantly create a customer in Hoops, streamlining your data management process. Save time and stay organized with this seamless automation between your legal and business platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Triggers when a Customer is created.
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