Add new Clio contacts to Karbon as organization contacts
Effortlessly keep your Clio and Karbon contact lists up-to-date with this seamless workflow. Whenever a new contact is added in Clio, an organization contact will be created in Karbon. This way, your team can easily access and collaborate on the latest contact information, streamlining your communication and organizational processes.
Effortlessly keep your Clio and Karbon contact lists up-to-date with this seamless workflow. Whenever a new contact is added in Clio, an organization contact will be created in Karbon. This way, your team can easily access and collaborate on the latest contact information, streamlining your communication and organizational processes.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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