Create notes in Wealthbox CRM for new contacts in Clio
Effortlessly maintain an organized contact list by connecting Clio and Wealthbox CRM with this seamless workflow. Whenever a new contact is added in Clio, a note will be created in Wealthbox CRM, ensuring that your client data is easily accessible and up-to-date. Enhance your contact management and boost overall efficiency with this time-saving automation.
Effortlessly maintain an organized contact list by connecting Clio and Wealthbox CRM with this seamless workflow. Whenever a new contact is added in Clio, a note will be created in Wealthbox CRM, ensuring that your client data is easily accessible and up-to-date. Enhance your contact management and boost overall efficiency with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a new note.
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