Create Wealthbox CRM events from new Clio calendar entries
Seamlessly manage your calendar across platforms with this Clio to Wealthbox CRM workflow. When a new calendar entry is made in Clio, an event is instantly created in Wealthbox CRM. This ensures no appointment slips through the cracks, boosting your productivity and saving valuable time in calendar management.
Seamlessly manage your calendar across platforms with this Clio to Wealthbox CRM workflow. When a new calendar entry is made in Clio, an event is instantly created in Wealthbox CRM. This ensures no appointment slips through the cracks, boosting your productivity and saving valuable time in calendar management.
- When this happens...New Calendar Entry
Triggers when a new calendar entry is created.
- automatically do this!Create Event
Creates a new event.
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