Update PhoneBurner contacts when new Clio contacts are added
Effortlessly keep your Clio and PhoneBurner contacts up-to-date with this seamless workflow. When you add a new contact in Clio, it instantly updates the respective contact's information in PhoneBurner. With this automation, you'll save time on manual data entry and ensure consistent and accurate information across both platforms.
Effortlessly keep your Clio and PhoneBurner contacts up-to-date with this seamless workflow. When you add a new contact in Clio, it instantly updates the respective contact's information in PhoneBurner. With this automation, you'll save time on manual data entry and ensure consistent and accurate information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Contact (Contact ID)
This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts
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