Create transactions in Sprout for new contacts in Clio
Effortlessly manage your contacts and transactions with this seamless Clio and Sprout integration. When you add a new contact in Clio, a corresponding transaction gets created in Sprout, ensuring your data remains up-to-date across both platforms. Streamline your workflow, save time, and improve the accuracy of your records with this efficient automation.
Effortlessly manage your contacts and transactions with this seamless Clio and Sprout integration. When you add a new contact in Clio, a corresponding transaction gets created in Sprout, ensuring your data remains up-to-date across both platforms. Streamline your workflow, save time, and improve the accuracy of your records with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Transaction
Creates a transaction.
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