Create/update mailXpert contacts from new Clio activities
Streamline your contact management process by connecting Clio and mailXpert. With this workflow, whenever a new activity occurs in Clio, a contact will be created or updated in mailXpert. This seamless integration ensures your mailing list stays up-to-date, saving you time and effort while maintaining a well-organized contact database.
Streamline your contact management process by connecting Clio and mailXpert. With this workflow, whenever a new activity occurs in Clio, a contact will be created or updated in mailXpert. This seamless integration ensures your mailing list stays up-to-date, saving you time and effort while maintaining a well-organized contact database.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
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