Create new UpLaunch contacts for new Clio activities
Effortlessly streamline your client management process with this Clio-UpLaunch integration. When you have a new activity in Clio, this workflow will create a contact in UpLaunch, ensuring you stay organized and help maintain a seamless experience for your clients. Save time and enhance efficiency by automating the data transfer between these two platforms.
Effortlessly streamline your client management process with this Clio-UpLaunch integration. When you have a new activity in Clio, this workflow will create a contact in UpLaunch, ensuring you stay organized and help maintain a seamless experience for your clients. Save time and enhance efficiency by automating the data transfer between these two platforms.
- 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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