Create Proposify clients from new Clio activities
Effortlessly streamline your client onboarding process with this efficient workflow. When a new activity is added in Clio, a client will be created in Proposify, saving you time and ensuring a seamless transition between the two platforms. Stay organized and focused on providing top-notch legal services with this easy-to-use automation.
Effortlessly streamline your client onboarding process with this efficient workflow. When a new activity is added in Clio, a client will be created in Proposify, saving you time and ensuring a seamless transition between the two platforms. Stay organized and focused on providing top-notch legal services with this easy-to-use automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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