Create or update IRIS KashFlow customers when new activities occur in Clio
Effortlessly maintain your client information with this seamless workflow. When a new activity occurs in Clio, this process will create or update a customer in IRIS KashFlow, ensuring accurate and consistent data across both platforms. Save time, reduce manual data entry, and eliminate human error by connecting Clio and IRIS KashFlow in this simple, time-saving automation.
Effortlessly maintain your client information with this seamless workflow. When a new activity occurs in Clio, this process will create or update a customer in IRIS KashFlow, ensuring accurate and consistent data across both platforms. Save time, reduce manual data entry, and eliminate human error by connecting Clio and IRIS KashFlow in this simple, time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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