Add or remove tags for Intercom users when new contacts are created in Clio
Effortlessly manage your contacts and enhance communication with this seamless workflow between Clio and Intercom. When a new contact is added in Clio, this automation will instantly update the user's tags in Intercom, ensuring your team always has accurate and up-to-date information. Maintain organized client interactions while saving time and increasing efficiency in your law firm's communication process.
Effortlessly manage your contacts and enhance communication with this seamless workflow between Clio and Intercom. When a new contact is added in Clio, this automation will instantly update the user's tags in Intercom, ensuring your team always has accurate and up-to-date information. Maintain organized client interactions while saving time and increasing efficiency in your law firm's communication process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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