Update Pointerpro contacts when new activities occur in Clio
Effortlessly keep your Pointerpro contacts up to date with this seamless Clio integration. Whenever there's a new activity in Clio, this workflow will update the contact information in Pointerpro, ensuring you always have the latest details at your fingertips. Avoid manual entry and save time with this easy-to-use automation.
Effortlessly keep your Pointerpro contacts up to date with this seamless Clio integration. Whenever there's a new activity in Clio, this workflow will update the contact information in Pointerpro, ensuring you always have the latest details at your fingertips. Avoid manual entry and save time with this easy-to-use automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Contact
Create contact if it does not already exist or updates them if they do.
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