Create new Swell contacts from Clio's new contacts for seamless contact management
Effortlessly manage your contacts between Clio and Swell with this seamless workflow. When a new contact is added in Clio, this automation instantly creates a new contact in Swell, ensuring your contact database stays up-to-date and organized. Save time and improve your client management process with this easy-to-set-up integration.
Effortlessly manage your contacts between Clio and Swell with this seamless workflow. When a new contact is added in Clio, this automation instantly creates a new contact in Swell, ensuring your contact database stays up-to-date and organized. Save time and improve your client management process with this easy-to-set-up integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
This action will create a contact in Swell.
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