Create Textlocal contacts from new Clio activities
Stay organized and connected with your clients by automating your workflow between Clio and Textlocal. When new activity occurs in your Clio account, this automation will create a contact in Textlocal, saving you time and effort. This way, you can easily send them updates and marketing messages without any manual data entry, streamlining your client communication process.
Stay organized and connected with your clients by automating your workflow between Clio and Textlocal. When new activity occurs in your Clio account, this automation will create a contact in Textlocal, saving you time and effort. This way, you can easily send them updates and marketing messages without any manual data entry, streamlining your client communication process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact.
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