Create PhoneBurner contacts from new Clio activities
Effortlessly maintain your client database with this Clio and PhoneBurner integration. When a new activity occurs in Clio, this workflow will create a contact in PhoneBurner, ensuring your records are always up-to-date and allowing you to focus on building relationships with your clients. Keep your workflow efficient and organized while streamlining your client management process.
Effortlessly maintain your client database with this Clio and PhoneBurner integration. When a new activity occurs in Clio, this workflow will create a contact in PhoneBurner, ensuring your records are always up-to-date and allowing you to focus on building relationships with your clients. Keep your workflow efficient and organized while streamlining your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps