Create Wheelbase customers from new Clio activities
Effortlessly manage your client relationships by connecting Clio and Wheelbase through this seamless workflow. Whenever a new activity is logged in Clio, a corresponding customer will be created in Wheelbase, ensuring your client database stays up to date without any manual intervention. Streamline your processes and focus on growing your business with this easy-to-use automation.
Effortlessly manage your client relationships by connecting Clio and Wheelbase through this seamless workflow. Whenever a new activity is logged in Clio, a corresponding customer will be created in Wheelbase, ensuring your client database stays up to date without any manual intervention. Streamline your processes and focus on growing your business with this easy-to-use automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Create a new customer.
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