Create Textellent contacts for new Clio activities
Stay updated on new activities in your Clio app by automatically creating contacts in Textellent. This automation streamlines your workflow by ensuring you have up-to-date contact information in your Textellent app whenever there's a new activity in Clio, helping you manage client communications effectively and efficiently.
Stay updated on new activities in your Clio app by automatically creating contacts in Textellent. This automation streamlines your workflow by ensuring you have up-to-date contact information in your Textellent app whenever there's a new activity in Clio, helping you manage client communications effectively and efficiently.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a contact in Textellent
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