Create Samdock contacts from new Clio contacts
Effortlessly manage your growing network by connecting Clio and Samdock with this efficient workflow. Whenever a new contact is added in Clio, this automation will create a corresponding contact in Samdock, ensuring your contact lists stay up-to-date and organized. Save time and stay focused on building meaningful relationships with your clients.
Effortlessly manage your growing network by connecting Clio and Samdock with this efficient workflow. Whenever a new contact is added in Clio, this automation will create a corresponding contact in Samdock, ensuring your contact lists stay up-to-date and organized. Save time and stay focused on building meaningful relationships with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new person, new organization or both linked together.
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