Create new PriceHubble dossiers for updated Clio activities
Stay on top of your client activities by instantly creating a new dossier in PriceHubble whenever there's a new activity in your Clio app. This seamless workflow connects Clio with PriceHubble and ensures that you always have the most up-to-date information at your fingertips. Enhance your client and property management by automating the dossier creation process and keeping your data organized and accurate.
Stay on top of your client activities by instantly creating a new dossier in PriceHubble whenever there's a new activity in your Clio app. This seamless workflow connects Clio with PriceHubble and ensures that you always have the most up-to-date information at your fingertips. Enhance your client and property management by automating the dossier creation process and keeping your data organized and accurate.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Dossier Creation
Creates a PriceHubble Dossier
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