Create VideoAsk contacts from new Clio contacts
Effortlessly maintain up-to-date contact lists between Clio and VideoAsk using this seamless workflow. When you add a new contact in Clio, it instantly creates a contact in VideoAsk, ensuring consistent information across both platforms. This automation helps save time and minimizes manual data entry, reducing the chances of errors.
Effortlessly maintain up-to-date contact lists between Clio and VideoAsk using this seamless workflow. When you add a new contact in Clio, it instantly creates a contact in VideoAsk, ensuring consistent information across both platforms. This automation helps save time and minimizes manual data entry, reducing the chances of errors.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create a Contact in a Videoask (OLD)
Create a Contact in a videoask (linked to a specific videoask)
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