Create SmartMatchApp clients from new Clio contacts
Effortlessly keep your client information updated across your Clio and SmartMatchApp accounts with this seamless workflow. Whenever a new contact is added in Clio, their information will be instantly used to create a client in SmartMatchApp. This way, you can ensure consistent and accurate client data in both systems, allowing you to focus on delivering top-notch service.
Effortlessly keep your client information updated across your Clio and SmartMatchApp accounts with this seamless workflow. Whenever a new contact is added in Clio, their information will be instantly used to create a client in SmartMatchApp. This way, you can ensure consistent and accurate client data in both systems, allowing you to focus on delivering top-notch service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a new client.
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