Create rezora contacts from new Clio contacts
Easily manage your contacts between Clio and Rezora with this seamless workflow. When you add a new contact in Clio, this automation will create a corresponding contact in Rezora, ensuring your contact information stays up to date across both platforms. This way, you can save time and keep your focus on building strong client relationships.
Easily manage your contacts between Clio and Rezora with this seamless workflow. When you add a new contact in Clio, this automation will create a corresponding contact in Rezora, ensuring your contact information stays up to date across both platforms. This way, you can save time and keep your focus on building strong client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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