Clio + Smart Alto
Create or update Smart Alto contacts when new Clio contacts are added
Effortlessly manage your contacts between Clio and Smart Alto with this seamless workflow. As soon as you add a new contact in Clio, it will create or update the contact in Smart Alto, ensuring your data stays up-to-date across both platforms. Save time and maintain consistent contact information with this easy-to-use automation.
Effortlessly manage your contacts between Clio and Smart Alto with this seamless workflow. As soon as you add a new contact in Clio, it will create or update the contact in Smart Alto, ensuring your data stays up-to-date across both platforms. Save time and maintain consistent contact information with this easy-to-use automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Сreate a new contact or update an existing one
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Smart Alto
Smart Alto is a messaging platform that responds to your leads within 2 minutes and nurtures past clients monthly