Create active clients in Radius Agent from new contacts in Clio
Effortlessly manage your new contacts from Clio by turning them into active clients in Radius Agent using this seamless workflow. Once set up, this automation will create an active client in Radius Agent whenever a new contact is added to Clio. Focus on building strong relationships with your clients, while this integration takes care of keeping your Radius Agent up-to-date with the latest contact information.
Effortlessly manage your new contacts from Clio by turning them into active clients in Radius Agent using this seamless workflow. Once set up, this automation will create an active client in Radius Agent whenever a new contact is added to Clio. Focus on building strong relationships with your clients, while this integration takes care of keeping your Radius Agent up-to-date with the latest contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Active Client
Creates a new active Client
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