Create or update Simplero contacts for new Clio contacts
Effortlessly keep your Clio and Simplero contacts up to date with this seamless automation. When a new contact is added in Clio, this workflow will create or update the corresponding contact in Simplero, ensuring all your contact information remains current and consistent across both platforms. Spend less time on manual data entry and more on growing your client base by streamlining your contact management.
Effortlessly keep your Clio and Simplero contacts up to date with this seamless automation. When a new contact is added in Clio, this workflow will create or update the corresponding contact in Simplero, ensuring all your contact information remains current and consistent across both platforms. Spend less time on manual data entry and more on growing your client base by streamlining your contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Add a new contact or optionally update the information about a contact in Simplero.
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