Create new LionDesk contacts from Clio's new contact entries
Effortlessly keep your contacts updated between Clio and LionDesk with this efficient workflow. Whenever a new contact is added in Clio, this automation will create a corresponding contact in LionDesk, ensuring your databases stay consistent and up-to-date without any manual work. Enjoy seamless contact management and focus on building stronger client relationships.
Effortlessly keep your contacts updated between Clio and LionDesk with this efficient workflow. Whenever a new contact is added in Clio, this automation will create a corresponding contact in LionDesk, ensuring your databases stay consistent and up-to-date without any manual work. Enjoy seamless contact management and focus on building stronger client relationships.
- When this happens...New Contact
Triggers when a new contact 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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