Create Lawmatics custom form entries for new Clio contacts
Effortlessly maintain up-to-date client information with this Clio and Lawmatics integration. When a new contact is added in Clio, a corresponding contact is created in Lawmatics, ensuring all critical data remains current across both platforms. Streamline your contact management process and keep accurate records with this seamless workflow.
Effortlessly maintain up-to-date client information with this Clio and Lawmatics integration. When a new contact is added in Clio, a corresponding contact is created in Lawmatics, ensuring all critical data remains current across both platforms. Streamline your contact management process and keep accurate records with this seamless workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Submit Custom Form Entry
Fill out a Custom Form with values.
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