Create or update Textline contacts when new activities occur in Clio
Stay up-to-date with your client communication by seamlessly integrating Clio and Textline. With this workflow, whenever there's a new activity in Clio, a contact will be created or updated in Textline, ensuring your records are always accurate and organized. Save time and maintain consistent client data across platforms with this streamlined automation.
Stay up-to-date with your client communication by seamlessly integrating Clio and Textline. With this workflow, whenever there's a new activity in Clio, a contact will be created or updated in Textline, ensuring your records are always accurate and organized. Save time and maintain consistent client data across platforms with this streamlined automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
- Free forever for core features
- 14 day trial for premium features & apps