Add or update Spotler Mail+ contacts and trigger campaigns for new Clio activities
Simplify your legal client management process with this intuitive Clio and Spotler Mail+ workflow. When a new activity occurs in Clio, this automation effortlessly adds or updates a contact within Spotler Mail+ and triggers a specified campaign. Stay organized and maintain seamless communication with your clients, all while saving time and reducing manual work.
Simplify your legal client management process with this intuitive Clio and Spotler Mail+ workflow. When a new activity occurs in Clio, this automation effortlessly adds or updates a contact within Spotler Mail+ and triggers a specified campaign. Stay organized and maintain seamless communication with your clients, all while saving time and reducing manual work.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add (Or Update) Contact and Trigger Campaign
Add a new contact (or update the contact if it already exists) and trigger a campaign for this contact.
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