Manage tags on Intercom users based on new activities in Clio
Stay organized and informed with this seamless workflow that connects Clio and Intercom. When new activity occurs in Clio, a tag is added or removed from the corresponding user in Intercom. This automation ensures your team is aware of important updates within your client management system, allowing for more effective customer communication and support.
Stay organized and informed with this seamless workflow that connects Clio and Intercom. When new activity occurs in Clio, a tag is added or removed from the corresponding user in Intercom. This automation ensures your team is aware of important updates within your client management system, allowing for more effective customer communication and support.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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