Create LiveAgent customers from new Clio activities
Effortlessly manage your law firm's client data with this Clio and LiveAgent workflow. Whenever a new activity is created in Clio, a new customer will be added to your LiveAgent account, saving you time and ensuring all your contacts are up-to-date. Simplify your client management process and focus on providing top-notch legal services.
Effortlessly manage your law firm's client data with this Clio and LiveAgent workflow. Whenever a new activity is created in Clio, a new customer will be added to your LiveAgent account, saving you time and ensuring all your contacts are up-to-date. Simplify your client management process and focus on providing top-notch legal services.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add New Customer
Adds new contact/customer to system.
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