Create hub access in Searchie for new contacts in Clio
Easily streamline your client onboarding process by connecting Clio and Searchie with this automation. Whenever a new contact is added in Clio, they will be granted access to your Hub in Searchie, saving you time and ensuring a seamless experience for your clients. Keep your contacts up-to-date and their access secured with this efficient workflow.
Easily streamline your client onboarding process by connecting Clio and Searchie with this automation. Whenever a new contact is added in Clio, they will be granted access to your Hub in Searchie, saving you time and ensuring a seamless experience for your clients. Keep your contacts up-to-date and their access secured with this efficient workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Hub Access
Adds a Hub access to an audience.
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