Create new Solo customers from new Clio contacts
Effortlessly manage your contacts and customers across Clio and Solo with this streamlined workflow. Whenever a new contact is added in Clio, this automation will create a new customer in Solo, ensuring your contact information is consistently up-to-date across both platforms. Save time and maintain accurate records by bridging the gap between your legal practice management and invoicing software.
Effortlessly manage your contacts and customers across Clio and Solo with this streamlined workflow. Whenever a new contact is added in Clio, this automation will create a new customer in Solo, ensuring your contact information is consistently up-to-date across both platforms. Save time and maintain accurate records by bridging the gap between your legal practice management and invoicing software.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a Customer
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