Add new Clio contacts and upload documents for bookkeeping purposes in lexoffice
Effortlessly keep your bookkeeping up to date with this seamless workflow between Clio and lexoffice. When a new contact is added in Clio, this automation will upload a document for bookkeeping purposes in lexoffice without any manual intervention. Save time, reduce errors and maintain organized financial records for your business.
Effortlessly keep your bookkeeping up to date with this seamless workflow between Clio and lexoffice. When a new contact is added in Clio, this automation will upload a document for bookkeeping purposes in lexoffice without any manual intervention. Save time, reduce errors and maintain organized financial records for your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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