Create or update Routee contacts from new Clio activities
Effortlessly manage your contacts with this handy workflow. When new activity occurs in Clio, this integration will create or update a contact in Routee, ensuring that your contact details are always up-to-date. Save time and keep your records organized with this seamless automation.
Effortlessly manage your contacts with this handy workflow. When new activity occurs in Clio, this integration will create or update a contact in Routee, ensuring that your contact details are always up-to-date. Save time and keep your records organized with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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