Create or update MDirector contacts from new Clio activities
Effortlessly maintain up-to-date contacts in both Clio and MDirector with this seamless workflow. When new activity happens in Clio, the associated contact in MDirector is created or updated, ensuring your outreach efforts remain accurate without any manual input. Enjoy a streamlined contact management experience with this automation.
Effortlessly maintain up-to-date contacts in both Clio and MDirector with this seamless workflow. When new activity happens in Clio, the associated contact in MDirector is created or updated, ensuring your outreach efforts remain accurate without any manual input. Enjoy a streamlined contact management experience with this automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates a new contact, or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps