Create clients in Route the Service Platform from new activities in Clio
Effortlessly keep your client information up-to-date with this automation. When new activity occurs in your Clio app, this workflow will automatically create a client within the Route the Service Platform app, saving you precious time and preventing manual data entry errors. Stay organized and ensure seamless client communication by streamlining your client management process with this seamless integration.
Effortlessly keep your client information up-to-date with this automation. When new activity occurs in your Clio app, this workflow will automatically create a client within the Route the Service Platform app, saving you precious time and preventing manual data entry errors. Stay organized and ensure seamless client communication by streamlining your client management process with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a client.
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