Create rows in Smartsheet for new contacts in Clio
Effortlessly keep track of new contacts in your Clio system by adding them to Smartsheet in real-time with this automation. Whenever a new contact is added in Clio, a row will be created in Smartsheet reflecting the contact details, making it easier for you to manage and organize your business relationships. Say goodbye to manual data entry and focus on building strong connections with your clients.
Effortlessly keep track of new contacts in your Clio system by adding them to Smartsheet in real-time with this automation. Whenever a new contact is added in Clio, a row will be created in Smartsheet reflecting the contact details, making it easier for you to manage and organize your business relationships. Say goodbye to manual data entry and focus on building strong connections with your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Row
Send a row via email.
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