Create Productboard notes for new Clio contacts
Effortlessly manage new contacts in your Clio app by creating notes in Productboard. With this integration, when a new contact is added to Clio, a note will be generated in Productboard, helping you maintain a well-organized system to access client information easily. Save time and enhance communication by streamlining your contact management process.
Effortlessly manage new contacts in your Clio app by creating notes in Productboard. With this integration, when a new contact is added to Clio, a note will be generated in Productboard, helping you maintain a well-organized system to access client information easily. Save time and enhance communication by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Triggers when a new note is created.
- Free forever for core features
- 14 day trial for premium features & apps