Create payments in LEADGODS for new contacts in Clio
Streamline your client management process with this Clio and LEADGODS integration. When a new contact is added in Clio, this workflow automatically creates a contact in LEADGODS, ensuring accurate and consistent information across both platforms. Save time and enhance your client onboarding experience with this efficient automation.
Streamline your client management process with this Clio and LEADGODS integration. When a new contact is added in Clio, this workflow automatically creates a contact in LEADGODS, ensuring accurate and consistent information across both platforms. Save time and enhance your client onboarding experience with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Payment
Creates a Payment
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