Create Roll projects for new Clio contacts
Save time by streamlining your client management process with this efficient workflow. When a new contact is added in Clio, a project will be created in ROLL, ensuring your clients' information is organized and easily accessible. This seamless automation helps you focus on delivering top-notch service to your clients without any hassles.
Save time by streamlining your client management process with this efficient workflow. When a new contact is added in Clio, a project will be created in ROLL, ensuring your clients' information is organized and easily accessible. This seamless automation helps you focus on delivering top-notch service to your clients without any hassles.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Triggers when a new project is created.
- Free forever for core features
- 14 day trial for premium features & apps