Create LearnUpon portal invites for new Clio contacts
Effortlessly streamline your client onboarding process by connecting Clio to LearnUpon. With this workflow, every time you add a new contact in Clio, a portal invite will be created for them in LearnUpon, allowing you to seamlessly integrate your legal case management with your e-learning platform. Save time and enhance your client engagement with this user-friendly automation.
Effortlessly streamline your client onboarding process by connecting Clio to LearnUpon. With this workflow, every time you add a new contact in Clio, a portal invite will be created for them in LearnUpon, allowing you to seamlessly integrate your legal case management with your e-learning platform. Save time and enhance your client engagement with this user-friendly automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a New Portal Invite
You can use this action to invite users to your portal.
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