Create RevBoss contacts from new Clio contacts
Effortlessly manage your contacts between Clio and RevBoss with this seamless workflow. When a new contact is added in Clio, the contact information is instantly transferred to RevBoss, creating a new contact in their system. Save time and maintain a consistent contact database across both platforms with this efficient integration.
Effortlessly manage your contacts between Clio and RevBoss with this seamless workflow. When a new contact is added in Clio, the contact information is instantly transferred to RevBoss, creating a new contact in their system. Save time and maintain a consistent contact database across both platforms with this efficient integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact in RevBoss.
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