Update Salesflare contacts when new Clio contacts are created
Keep your contacts up to date across Clio and Salesflare with this seamless automation. When you add a new contact in Clio, this workflow automatically updates the corresponding contact in Salesflare, ensuring your information stays consistent between both platforms. Stay organized and improve your sales and legal processes with this efficient solution.
Keep your contacts up to date across Clio and Salesflare with this seamless automation. When you add a new contact in Clio, this workflow automatically updates the corresponding contact in Salesflare, ensuring your information stays consistent between both platforms. Stay organized and improve your sales and legal processes with this efficient solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Contact
Updates an existing contact.
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