Update Postscript subscribers when new Clio activities occur
Keep your client activities up to date and maintain an accurate subscriber list in Postscript with this automated workflow. When a new activity occurs in Clio, the workflow will promptly update the subscriber details in Postscript, ensuring you always have the most recent information at hand. Enhance your client communication and record-keeping by seamlessly integrating Clio and Postscript.
Keep your client activities up to date and maintain an accurate subscriber list in Postscript with this automated workflow. When a new activity occurs in Clio, the workflow will promptly update the subscriber details in Postscript, ensuring you always have the most recent information at hand. Enhance your client communication and record-keeping by seamlessly integrating Clio and Postscript.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Subscriber
Updates a Subscriber.
- Free forever for core features
- 14 day trial for premium features & apps