Create or update SimpleTexting contacts for new Clio activities
Stay updated on your Clio activities and enhance client communication with this automation. Whenever a new activity is added in Clio, this workflow will create or update a contact in SimpleTexting, ensuring your contact information is always up to date. Save time and effort by streamlining the process of managing your legal practice's contacts.
Stay updated on your Clio activities and enhance client communication with this automation. Whenever a new activity is added in Clio, this workflow will create or update a contact in SimpleTexting, ensuring your contact information is always up to date. Save time and effort by streamlining the process of managing your legal practice's contacts.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update a Contact
Creates a new or updates an existing contact.
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