Create MeisterTask tasks for new Clio contacts to efficiently manage your workflow
Effortlessly stay on top of your new contacts in Clio by creating tasks in MeisterTask for each addition. This seamless workflow connects Clio with MeisterTask, ensuring that you never miss a beat in managing your client relationships. Simply set up this automation, and every time you add a new contact in Clio, a corresponding task will be created in MeisterTask, keeping your team informed and organized.
Effortlessly stay on top of your new contacts in Clio by creating tasks in MeisterTask for each addition. This seamless workflow connects Clio with MeisterTask, ensuring that you never miss a beat in managing your client relationships. Simply set up this automation, and every time you add a new contact in Clio, a corresponding task will be created in MeisterTask, keeping your team informed and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
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