Create Process Street workflows for new Clio contacts
Effortlessly streamline your client onboarding process with this Clio and Process Street integration. When a new contact is added in Clio, this workflow will trigger a Run Workflow in Process Street, ensuring you never miss a step in your client management process. Save time and improve consistency by automating this crucial aspect of your business.
Effortlessly streamline your client onboarding process with this Clio and Process Street integration. When a new contact is added in Clio, this workflow will trigger a Run Workflow in Process Street, ensuring you never miss a step in your client management process. Save time and improve consistency by automating this crucial aspect of your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Run Workflow
Runs a workflow.
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