Create or update Signpost contacts when new Clio contacts are added
Seamlessly manage your contacts between Clio and Signpost with this efficient workflow. When a new contact is added in Clio, it will create or update the corresponding contact in Signpost, making sure your records stay up-to-date across platforms. Save time and reduce the risk of outdated information with this easy-to-implement automation.
Seamlessly manage your contacts between Clio and Signpost with this efficient workflow. When a new contact is added in Clio, it will create or update the corresponding contact in Signpost, making sure your records stay up-to-date across platforms. Save time and reduce the risk of outdated information with this easy-to-implement automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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