Add new Clio activities to a Roezan SMS list for easy contact subscription
Effortlessly link your Clio and Roezan SMS apps with this workflow that activates upon new activities in Clio, making sure relevant contacts are subscribed to your Roezan SMS list. Boost client engagement and streamline essential communications by setting up this seamless automation between both platforms.
Effortlessly link your Clio and Roezan SMS apps with this workflow that activates upon new activities in Clio, making sure relevant contacts are subscribed to your Roezan SMS list. Boost client engagement and streamline essential communications by setting up this seamless automation between both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Subscribe Contact to List
Subscribes a given Contact to a List in the RoeZan CRM
- Free forever for core features
- 14 day trial for premium features & apps