Create or update Signpost contacts for new Clio activities
Stay organized and efficient by connecting your Clio and Signpost apps with this seamless workflow. Whenever there's a new activity in Clio, this automation will create or update the contact information in Signpost, ensuring your client data is always up-to-date and easily accessible. Save time and effort, and focus on providing top-notch services to your clients.
Stay organized and efficient by connecting your Clio and Signpost apps with this seamless workflow. Whenever there's a new activity in Clio, this automation will create or update the contact information in Signpost, ensuring your client data is always up-to-date and easily accessible. Save time and effort, and focus on providing top-notch services to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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