Create new Plecto registrations for new Clio contacts
Effortlessly manage your new contacts in Clio by instantly registering them in Plecto with this seamless workflow. Once set up, every time you add a new contact in Clio, the information will be used to create a new registration in Plecto, saving you time and ensuring that all your records are up-to-date across both platforms. Enhance your contact organization and streamline your data entry process today.
Effortlessly manage your new contacts in Clio by instantly registering them in Plecto with this seamless workflow. Once set up, every time you add a new contact in Clio, the information will be used to create a new registration in Plecto, saving you time and ensuring that all your records are up-to-date across both platforms. Enhance your contact organization and streamline your data entry process today.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Registration
Creates a new registration.
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