Create Teamwork Desk customers from new Clio activities
Effortlessly keep your customer information up to date with this Clio to Teamwork Desk automation. Whenever a new activity occurs in Clio, this workflow will create a customer in Teamwork Desk, ensuring all relevant data is accessible in one place. With your team always in the loop, you can focus on providing the best support possible.
Effortlessly keep your customer information up to date with this Clio to Teamwork Desk automation. Whenever a new activity occurs in Clio, this workflow will create a customer in Teamwork Desk, ensuring all relevant data is accessible in one place. With your team always in the loop, you can focus on providing the best support possible.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps