Create or update Perfit contacts when new contacts are added in Clio
Effortlessly keep your contact information up-to-date with this handy automation. When a new contact is added in Clio, this workflow will create or update their details in Perfit, ensuring your records stay accurate and organized. No more manual data entry - save time and stay focused on growing your business.
Effortlessly keep your contact information up-to-date with this handy automation. When a new contact is added in Clio, this workflow will create or update their details in Perfit, ensuring your records stay accurate and organized. No more manual data entry - save time and stay focused on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Add a new contact to a list of your choosing. Can be used to update an existing contact too.
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