Clio + net2phone
Create net2phone huddle meetings for new Clio contacts
Effortlessly schedule net2phone Huddle Meetings when you add new contacts in Clio with this seamless workflow. Whenever you create a new contact in Clio, this automation will immediately set up a Huddle Meeting in net2phone. Save time and stay organized by easily managing your meetings alongside your growing client list.
Effortlessly schedule net2phone Huddle Meetings when you add new contacts in Clio with this seamless workflow. Whenever you create a new contact in Clio, this automation will immediately set up a Huddle Meeting in net2phone. Save time and stay organized by easily managing your meetings alongside your growing client list.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
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