Create or update Simplero contacts from new Clio activities
Streamline your client management process with this workflow that connects Clio and Simplero. Whenever there's a new activity in Clio, the automation will create or update the corresponding contact in Simplero, ensuring your contact list stays up-to-date and comprehensive. Save time and effort by letting this workflow handle your contact updates effortlessly.
Streamline your client management process with this workflow that connects Clio and Simplero. Whenever there's a new activity in Clio, the automation will create or update the corresponding contact in Simplero, ensuring your contact list stays up-to-date and comprehensive. Save time and effort by letting this workflow handle your contact updates effortlessly.
- When this happens...New Activity
Triggers when a new activity 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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