Add tags to LionDesk for new Clio activities
Effortlessly organize and manage your contacts with this Clio to LionDesk automation. When a new activity is logged in Clio, this workflow will add specified tags to a contact in LionDesk, ensuring you can categorize and filter your contacts effectively. Save time and enhance your contact management process with this seamless automation.
Effortlessly organize and manage your contacts with this Clio to LionDesk automation. When a new activity is logged in Clio, this workflow will add specified tags to a contact in LionDesk, ensuring you can categorize and filter your contacts effectively. Save time and enhance your contact management process with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Tags
Assign tags to a contact
- Free forever for core features
- 14 day trial for premium features & apps