Create and update Rocket Referrals contacts for new Clio contacts
Effortlessly keep your Clio and Rocket Referrals contacts up-to-date with this seamless workflow. Whenever a new contact is created in Clio, the automation will ensure the contact information is synced in Rocket Referrals, either by creating a new contact or updating an existing one. Save time and maintain accurate customer data across both platforms, streamlining your client management process.
Effortlessly keep your Clio and Rocket Referrals contacts up-to-date with this seamless workflow. Whenever a new contact is created in Clio, the automation will ensure the contact information is synced in Rocket Referrals, either by creating a new contact or updating an existing one. Save time and maintain accurate customer data across both platforms, streamlining your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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