Create new LendingPad leads/loans for new Clio activities
Effortlessly keep track of new client activities in Clio and create leads or loans in LendingPad with this seamless workflow. Whenever a new activity occurs in Clio, this automation will instantly create a new lead or loan in LendingPad, ensuring your lending process stays organized and up-to-date. Save time and maintain accuracy by connecting your Clio and LendingPad apps today.
Effortlessly keep track of new client activities in Clio and create leads or loans in LendingPad with this seamless workflow. Whenever a new activity occurs in Clio, this automation will instantly create a new lead or loan in LendingPad, ensuring your lending process stays organized and up-to-date. Save time and maintain accuracy by connecting your Clio and LendingPad apps today.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Lead / Loan
Creates a new lead/loan in LendingPad.
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