Initiate Wealthbox CRM workflows for new Clio contacts
Effortlessly maintain your contacts across Clio and Wealthbox CRM with this seamless automation. Whenever a new contact is added in Clio, this workflow will instantly start a corresponding workflow in Wealthbox CRM, ensuring your client information is always up-to-date and easily accessible in both apps. Save time and enhance efficiency by connecting your Clio and Wealthbox CRM systems with this powerful workflow.
Effortlessly maintain your contacts across Clio and Wealthbox CRM with this seamless automation. Whenever a new contact is added in Clio, this workflow will instantly start a corresponding workflow in Wealthbox CRM, ensuring your client information is always up-to-date and easily accessible in both apps. Save time and enhance efficiency by connecting your Clio and Wealthbox CRM systems with this powerful workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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