Send postcards via Lob for new activities in Clio
Streamline your client communication process with this efficient workflow that connects your Clio activities to Lob's Postcard service. Whenever a new activity is created in Clio, a postcard will be sent to the designated recipient through Lob, enhancing your communication efforts and saving valuable time. Stay connected with your clients and make a lasting impression with personalized postcards generated from your daily activities.
Streamline your client communication process with this efficient workflow that connects your Clio activities to Lob's Postcard service. Whenever a new activity is created in Clio, a postcard will be sent to the designated recipient through Lob, enhancing your communication efforts and saving valuable time. Stay connected with your clients and make a lasting impression with personalized postcards generated from your daily activities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Postcard
This action creates a new postcard that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (https://lob.com/docs#postcards) for details.
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