Clio + SendX
Create or update SendX contacts from new Clio activities
Effortlessly keep your SendX contacts up-to-date with this Clio integration. Whenever a new activity occurs in Clio, this workflow will automatically create or update a contact in SendX, ensuring seamless communication and accurate information across both platforms. Save time and maintain consistent records with this automated process that eliminates the need for manual data entry.
Effortlessly keep your SendX contacts up-to-date with this Clio integration. Whenever a new activity occurs in Clio, this workflow will automatically create or update a contact in SendX, ensuring seamless communication and accurate information across both platforms. Save time and maintain consistent records with this automated process that eliminates the need for manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact if it doesn't exist. If it exists then values are updated.
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