Create new Phone.com contacts from Clio activities
Stay organized and efficient by connecting your Clio and Phone.com apps with this seamless workflow. Whenever new activity occurs in your Clio account, a contact will be created in Phone.com, ensuring your contacts are up-to-date and easily accessible. Save time on manual data entry and enjoy a streamlined communication experience.
Stay organized and efficient by connecting your Clio and Phone.com apps with this seamless workflow. Whenever new activity occurs in your Clio account, a contact will be created in Phone.com, ensuring your contacts are up-to-date and easily accessible. Save time on manual data entry and enjoy a streamlined communication experience.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Find a contact
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