Create and update MetaLocator records for new Clio contacts
Effortlessly keep your contacts up-to-date across Clio and MetaLocator. With this automation, each time a new contact is added in the Clio app, the contact's information will be sent to MetaLocator, updating the corresponding record. Save time and ensure accuracy, as you no longer have to manually update contact details in both platforms.
Effortlessly keep your contacts up-to-date across Clio and MetaLocator. With this automation, each time a new contact is added in the Clio app, the contact's information will be sent to MetaLocator, updating the corresponding record. Save time and ensure accuracy, as you no longer have to manually update contact details in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Record
This action updates a specific record in MetaLocator.
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