Update JobNimbus contacts when new activities occur in Clio
Keep your JobNimbus contacts up-to-date with this seamless automation. Whenever there's a new activity in Clio, this workflow will promptly update the contact details in JobNimbus, ensuring you always have accurate information at your fingertips. Save time and minimize manual work by streamlining your contact management across both platforms.
Keep your JobNimbus contacts up-to-date with this seamless automation. Whenever there's a new activity in Clio, this workflow will promptly update the contact details in JobNimbus, ensuring you always have accurate information at your fingertips. Save time and minimize manual work by streamlining your contact management across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Contact (Legacy)
Update an existing contact.
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