Update resources in Schedule It when new contacts are added in Clio
Effortlessly keep your contacts in sync between Clio and Schedule It with this seamless workflow. When a new contact is added in Clio, it will instantly update the corresponding resource in Schedule It. This way, you'll save time on manual data entry while ensuring that both platforms always have accurate and up-to-date contact information.
Effortlessly keep your contacts in sync between Clio and Schedule It with this seamless workflow. When a new contact is added in Clio, it will instantly update the corresponding resource in Schedule It. This way, you'll save time on manual data entry while ensuring that both platforms always have accurate and up-to-date contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Resource
Updates an existing resource.
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