Create Karbon organization contacts from new Clio activities
Streamline your legal practice management by connecting Clio with Karbon. With this workflow, whenever there's a new activity in Clio, a corresponding organization contact will be created in Karbon. Keep your contacts organized and up-to-date, while saving time on manual data entry. Enhance your client communication and collaboration by bringing your tools together.
Streamline your legal practice management by connecting Clio with Karbon. With this workflow, whenever there's a new activity in Clio, a corresponding organization contact will be created in Karbon. Keep your contacts organized and up-to-date, while saving time on manual data entry. Enhance your client communication and collaboration by bringing your tools together.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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