Create vcita clients from new Clio activities
Effortlessly manage your client base by connecting Clio and vcita with this seamless workflow. When a new activity occurs in Clio, this automation will instantly create a client in vcita, ensuring that your client list stays up-to-date and organized. Spend less time on manual data entry and more time on what truly matters - providing top-notch service to your clients.
Effortlessly manage your client base by connecting Clio and vcita with this seamless workflow. When a new activity occurs in Clio, this automation will instantly create a client in vcita, ensuring that your client list stays up-to-date and organized. Spend less time on manual data entry and more time on what truly matters - providing top-notch service to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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