Create jobs in mfr - field service management for new contacts from Clio
Effortlessly manage your new Clio contacts by creating jobs for them in mfr - Field Service Management. With this workflow, every time you add a new contact in Clio, a corresponding job will be created in mfr, ensuring a seamless integration between your legal practice management and field service tasks. Save time and reduce manual data entry, while keeping both systems up-to-date and organized.
Effortlessly manage your new Clio contacts by creating jobs for them in mfr - Field Service Management. With this workflow, every time you add a new contact in Clio, a corresponding job will be created in mfr, ensuring a seamless integration between your legal practice management and field service tasks. Save time and reduce manual data entry, while keeping both systems up-to-date and organized.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Job
Creates a new Job in mfr. Jobs always have a job description and can be created from a job template.
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