Create Textlocal contacts from new Clio contacts for seamless communication
Streamline your contact management process with this efficient Clio and Textlocal automation. Whenever you add a new contact in Clio, this workflow simultaneously creates a contact in Textlocal, ensuring your lists stay up-to-date across both platforms. Save time and keep your contacts in sync without any manual effort.
Streamline your contact management process with this efficient Clio and Textlocal automation. Whenever you add a new contact in Clio, this workflow simultaneously creates a contact in Textlocal, ensuring your lists stay up-to-date across both platforms. Save time and keep your contacts in sync without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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