Create or update IRIS KashFlow customers from new Clio contacts
Effortlessly manage your contacts with this Clio to IRIS KashFlow automation. Whenever a new contact is added in Clio, this workflow will create or update a customer in IRIS KashFlow, ensuring your customer information stays accurate and up-to-date. Spend less time manually transferring data and focus on growing your client relationships.
Effortlessly manage your contacts with this Clio to IRIS KashFlow automation. Whenever a new contact is added in Clio, this workflow will create or update a customer in IRIS KashFlow, ensuring your customer information stays accurate and up-to-date. Spend less time manually transferring data and focus on growing your client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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