Create new LionDesk contacts from Clio activities
Effortlessly manage your contacts between Clio and LionDesk with this workflow. When a new activity is added in Clio, a contact will be created in LionDesk, keeping your customer information consistently up-to-date across both platforms. Save time and stay organized with this seamless automation process.
Effortlessly manage your contacts between Clio and LionDesk with this workflow. When a new activity is added in Clio, a contact will be created in LionDesk, keeping your customer information consistently up-to-date across both platforms. Save time and stay organized with this seamless automation process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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