Create sign up nudges in Nudgify for new activities in Clio
Stay on top of client activities and increase engagement with this handy automation between Clio and Nudgify. When there's a new activity in Clio, this workflow will create a sign-up nudge in Nudgify, encouraging your clients to take the next step. Enhance your client relationships and boost conversions by ensuring timely prompts without any manual effort.
Stay on top of client activities and increase engagement with this handy automation between Clio and Nudgify. When there's a new activity in Clio, this workflow will create a sign-up nudge in Nudgify, encouraging your clients to take the next step. Enhance your client relationships and boost conversions by ensuring timely prompts without any manual effort.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Sign Up Nudge
This will save the data for your "Recent Activity - Sign-up" and "Recent Activity - All Sign-ups" Nudges.
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