Clio + Trolley
Create Trolley recipients from new Clio contacts
Effortlessly add new contacts from Clio to your Trolley account with this seamless workflow. Whenever you create a new contact in Clio, this integration will automatically create a corresponding recipient in Trolley, ensuring that your contact information is consistently updated across both platforms. Save time and stay organized by streamlining your contacts management process.
Effortlessly add new contacts from Clio to your Trolley account with this seamless workflow. Whenever you create a new contact in Clio, this integration will automatically create a corresponding recipient in Trolley, ensuring that your contact information is consistently updated across both platforms. Save time and stay organized by streamlining your contacts management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Recipient
Creates a new recipient.
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