Clio + JivoChat
Create new Clio persons contacts for finished JivoChat chats
When a conversation concludes in JivoChat, this workflow springs into action, swiftly creating a new person contact within your Clio application. Say goodbye to the tedious task of manual data entry - every chat you have is transformed into an updated client record. This efficient process ensures your Clio contact list is always up-to-date, boosting your law practice management effectively.
When a conversation concludes in JivoChat, this workflow springs into action, swiftly creating a new person contact within your Clio application. Say goodbye to the tedious task of manual data entry - every chat you have is transformed into an updated client record. This efficient process ensures your Clio contact list is always up-to-date, boosting your law practice management effectively.
- When this happens...New Chat Finished
Triggers when a new chat is closed in JivoChat's agent application.
- automatically do this!Create Person Contact
Creates a person contact.
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