Add values to Visible metrics when new contacts are created in Clio
Effortlessly keep track of new contacts in your Clio account with this seamless workflow. When a new contact is added to Clio, their information will be instantly sent to Visible, updating your chosen metric with the relevant value. This way, you can monitor the growth of your business contacts while ensuring your data is always up-to-date in both platforms.
Effortlessly keep track of new contacts in your Clio account with this seamless workflow. When a new contact is added to Clio, their information will be instantly sent to Visible, updating your chosen metric with the relevant value. This way, you can monitor the growth of your business contacts while ensuring your data is always up-to-date in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Value to Metric
Increments a data point for an existing metric (the metric must be a daily metric)
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