Create purchase nudges in Nudgify for new Clio activities
Stay on top of your law firm's activities with this seamless automation. Whenever a new activity is added in Clio, this workflow will send a purchase nudge to your clients using Nudgify, ensuring that your clients never miss a beat. Save time and maintain efficiency in your law practice by letting this integration do the work for you.
Stay on top of your law firm's activities with this seamless automation. Whenever a new activity is added in Clio, this workflow will send a purchase nudge to your clients using Nudgify, ensuring that your clients never miss a beat. Save time and maintain efficiency in your law practice by letting this integration do the work for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Purchase Nudge
This will save the data for your "Recent Activity - Purchase" and "Recent Activity - All Purchases" Nudges.
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