Clio + seven
Log new activities in Clio and perform cnam lookup in seven
Effortlessly keep your Clio records up to date with accurate caller information from Seven. This workflow is activated when there's a new activity in Clio, and then searches for the CNAM details in Seven, ensuring your contact information remains accurate and up to date. Reduce manual data entry and save precious time by employing this seamless automation.
Effortlessly keep your Clio records up to date with accurate caller information from Seven. This workflow is activated when there's a new activity in Clio, and then searches for the CNAM details in Seven, ensuring your contact information remains accurate and up to date. Reduce manual data entry and save precious time by employing this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Lookup CNAM
Query the Caller ID name for any phone number worldwide. Please note that not every phone number has an entry. Since the data is collected from various sources you could get geographical locations, company names/names or the network operator in response.
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