Create new Clio contacts from new Intaker chats
Stay on top of your legal practice management with this efficient workflow. When a new chat is initiated in Intaker, it seamlessly creates a person contact in your Clio platform. Simplify your client communication management and ensure you never miss adding a new conversation to your legal contact list. This automation offers a practical solution to maintaining an organized and updated client database.
Stay on top of your legal practice management with this efficient workflow. When a new chat is initiated in Intaker, it seamlessly creates a person contact in your Clio platform. Simplify your client communication management and ensure you never miss adding a new conversation to your legal contact list. This automation offers a practical solution to maintaining an organized and updated client database.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Person Contact
Creates a person contact.
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