Create Status Hero activities for new Clio contacts
Effortlessly keep track of new contacts in your law firm by connecting Clio and Status Hero through this automation. Whenever a new contact is added in Clio, this workflow will record an activity in Status Hero. Stay organized and never miss an update on any new client or connection with this seamless integration.
Effortlessly keep track of new contacts in your law firm by connecting Clio and Status Hero through this automation. Whenever a new contact is added in Clio, this workflow will record an activity in Status Hero. Stay organized and never miss an update on any new client or connection with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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