Update Intercom companies when new activities occur in Clio
Easily keep your Intercom company data up-to-date whenever new activities occur in Clio. With this workflow, whenever there's a change in Clio activities, your Intercom company information will be updated accordingly. Save time and maintain accurate data across both platforms, ensuring seamless communication and coordination between teams.
Easily keep your Intercom company data up-to-date whenever new activities occur in Clio. With this workflow, whenever there's a change in Clio activities, your Intercom company information will be updated accordingly. Save time and maintain accurate data across both platforms, ensuring seamless communication and coordination between teams.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Company
Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.
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