Create tasks in Clio for updated contacts in Microsoft Dynamics 365 CRM
Keep your tasks in Clio up to date whenever there's a change to your contacts in Microsoft Dynamics 365 CRM with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new task in Clio, ensuring that your team stays on top of any necessary actions. Streamline your customer relationship management process and improve efficiency with this time-saving integration.
Keep your tasks in Clio up to date whenever there's a change to your contacts in Microsoft Dynamics 365 CRM with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new task in Clio, ensuring that your team stays on top of any necessary actions. Streamline your customer relationship management process and improve efficiency with this time-saving integration.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Task
Creates a new task.
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