Create shareable links for documents in pdfFiller when new contacts are added in Clio
Create shareable links for documents quickly and efficiently with this Clio and pdfFiller integration. When a new contact is added in Clio, this workflow generates a shareable link for a corresponding document in pdfFiller, saving you time and streamlining your document-sharing process. Keep your contacts informed and your documents organized without any manual effort.
Create shareable links for documents quickly and efficiently with this Clio and pdfFiller integration. When a new contact is added in Clio, this workflow generates a shareable link for a corresponding document in pdfFiller, saving you time and streamlining your document-sharing process. Keep your contacts informed and your documents organized without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Get Shareable Link for Document
Get a URL for opening a document in the editor.
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