Create new mfr - field service management customers from Clio activities
Effortlessly manage your client information between Clio and mfr - field service management with this streamlined workflow. When a new activity occurs in Clio, a customer will be created in mfr - field service management, ensuring your client data stays up-to-date across both platforms. Spend less time on manual data entry, and focus on providing top-notch service to your clients with this seamless integration.
Effortlessly manage your client information between Clio and mfr - field service management with this streamlined workflow. When a new activity occurs in Clio, a customer will be created in mfr - field service management, ensuring your client data stays up-to-date across both platforms. Spend less time on manual data entry, and focus on providing top-notch service to your clients with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a customer with a unique customer id in mfr.
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