Keep Clio and Vision6 contacts updated by transferring new Clio contact data to Vision6
Keep your contact information up-to-date across both Clio and Vision6 with this seamless workflow. Whenever a new contact is added in Clio, this integration will update the corresponding contact in Vision6, ensuring consistent and accurate information across both platforms. Stay organized and save time by automating the contact update process.
Keep your contact information up-to-date across both Clio and Vision6 with this seamless workflow. Whenever a new contact is added in Clio, this integration will update the corresponding contact in Vision6, ensuring consistent and accurate information across both platforms. Stay organized and save time by automating the contact update process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update a Contact
Into a List you choose.
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