Clio + Project Broadcast integrations
Create Project Broadcast contacts from new Clio activities
Effortlessly keep your contacts up-to-date with this workflow. Whenever a new activity occurs in Clio, this automation will create a contact in Project Broadcast, ensuring your database stays current and saving you valuable time on manual entry. Make managing your contacts more streamlined and efficient with this simple yet powerful solution.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create ContactCreates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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More things you can do with Clio and Project Broadcast
Discover other triggers and actions you can use with Clio and Project Broadcast
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.
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