Create Teamwork Desk customers from new Clio contacts
Effortlessly manage your client onboarding process with this Clio to Teamwork Desk workflow. Whenever a new contact is added in Clio, it will automatically create a customer in Teamwork Desk, ensuring your client information is always up-to-date and consistently organized across both platforms. Stay efficient and streamline your customer management process with this seamless automation.
Effortlessly manage your client onboarding process with this Clio to Teamwork Desk workflow. Whenever a new contact is added in Clio, it will automatically create a customer in Teamwork Desk, ensuring your client information is always up-to-date and consistently organized across both platforms. Stay efficient and streamline your customer management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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