Create new ServiceM8 clients from new Clio activities
Effortlessly manage your client information across Clio and ServiceM8 with this efficient workflow. Whenever a new activity occurs in Clio, the system will automatically create a client in your ServiceM8 account, ensuring consistent and up-to-date records across both platforms. Say goodbye to manual data entry and enjoy seamless client data organization, saving you time and improving overall efficiency.
Effortlessly manage your client information across Clio and ServiceM8 with this efficient workflow. Whenever a new activity occurs in Clio, the system will automatically create a client in your ServiceM8 account, ensuring consistent and up-to-date records across both platforms. Say goodbye to manual data entry and enjoy seamless client data organization, saving you time and improving overall efficiency.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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