Send and track postcards and letters in Postalytics for new activities in Clio
Effortlessly stay connected with your clients by sending personalized postcards or letters based on new activities in Clio. With this automation, whenever a new activity occurs in Clio, the workflow will send and track a Postalytics postcard or letter for you. Keep your clients informed and engaged with ease, allowing you to focus on delivering exceptional services.
Effortlessly stay connected with your clients by sending personalized postcards or letters based on new activities in Clio. With this automation, whenever a new activity occurs in Clio, the workflow will send and track a Postalytics postcard or letter for you. Keep your clients informed and engaged with ease, allowing you to focus on delivering exceptional services.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send and Track a Postcard or Letter
Send a postcard or letter with delivery and response tracking.
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