Create Omnicasa contacts from new Clio contacts
Effortlessly maintain your client database with this Clio to Omnicasa workflow. Whenever you add a new contact in Clio, this automation creates a corresponding contact in Omnicasa, ensuring your records are up-to-date and consistent across both platforms. Say goodbye to manual data entry and focus on what truly matters – building strong relationships with your clients.
Effortlessly maintain your client database with this Clio to Omnicasa workflow. Whenever you add a new contact in Clio, this automation creates a corresponding contact in Omnicasa, ensuring your records are up-to-date and consistent across both platforms. Say goodbye to manual data entry and focus on what truly matters – building strong relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Create a contact.
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