Add new Clio contacts to SweetAssist as contacts for seamless management
Effortlessly keep your contacts in sync between Clio and SweetAssist with this seamless integration. When a new contact is added in Clio, this workflow automatically creates a corresponding contact in SweetAssist, ensuring your contact information stays up-to-date across both platforms. Focus on growing your customer base while this automation takes care of managing your contacts efficiently.
Effortlessly keep your contacts in sync between Clio and SweetAssist with this seamless integration. When a new contact is added in Clio, this workflow automatically creates a corresponding contact in SweetAssist, ensuring your contact information stays up-to-date across both platforms. Focus on growing your customer base while this automation takes care of managing your contacts efficiently.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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