Create notes in Sierra Interactive for new Clio contacts
Streamline your client management process with this automation between Clio and Sierra Interactive. When you add a new contact in Clio, it creates a corresponding note in Sierra Interactive, ensuring that your records remain consistent and up-to-date. Enhance your client relationship management by simplifying data entry and maintaining accurate information across platforms.
Streamline your client management process with this automation between Clio and Sierra Interactive. When you add a new contact in Clio, it creates a corresponding note in Sierra Interactive, ensuring that your records remain consistent and up-to-date. Enhance your client relationship management by simplifying data entry and maintaining accurate information across platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Add a Note to the lead's history.
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