Create new Setmore Appointments contacts from Clio activities
Easily keep your client records up to date with this Clio and Setmore Appointments workflow. Whenever there's a new activity in Clio, it will create a contact in Setmore Appointments, ensuring you have the most accurate and complete information across your systems. Streamline your client management process effortlessly with this automation.
Easily keep your client records up to date with this Clio and Setmore Appointments workflow. Whenever there's a new activity in Clio, it will create a contact in Setmore Appointments, ensuring you have the most accurate and complete information across your systems. Streamline your client management process effortlessly with this automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Create a new contact.
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