Create monday.com items for new Clio contacts to streamline data management
Effortlessly manage your client list with this Clio to monday.com automation. Once set up, whenever you add a new contact in Clio, the workflow will create an item in a monday.com board, ensuring your team stays in-the-loop and can collaborate on client tasks effectively. Say goodbye to time-consuming manual data entry and focus more on building strong client relationships.
Effortlessly manage your client list with this Clio to monday.com automation. Once set up, whenever you add a new contact in Clio, the workflow will create an item in a monday.com board, ensuring your team stays in-the-loop and can collaborate on client tasks effectively. Say goodbye to time-consuming manual data entry and focus more on building strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Item
Create a new Item in a board
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