Create new Wealthbox CRM contacts and update corresponding Clio matters
Easily keep your client information up to date with this efficient workflow between Wealthbox CRM and Clio. When you add a new contact in Wealthbox CRM, this automation updates the corresponding matter in Clio, ensuring your legal management system is always current and accurate. Save time and improve data consistency by letting this integration handle the tedious task of manual updates.
Easily keep your client information up to date with this efficient workflow between Wealthbox CRM and Clio. When you add a new contact in Wealthbox CRM, this automation updates the corresponding matter in Clio, ensuring your legal management system is always current and accurate. Save time and improve data consistency by letting this integration handle the tedious task of manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Matter
Update an existing matter.
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