Create or update Pulseem clients from new Clio activities
Keep your client information up-to-date with this seamless workflow between Clio and Pulseem. When a new activity is added in Clio, this automation will create or update a client in Pulseem, ensuring your client's details are always current. Save time and reduce the risk of manual errors by streamlining your client management process with this handy integration.
Keep your client information up-to-date with this seamless workflow between Clio and Pulseem. When a new activity is added in Clio, this automation will create or update a client in Pulseem, ensuring your client's details are always current. Save time and reduce the risk of manual errors by streamlining your client management process with this handy integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
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