Create Wheelbase customers from new Clio contacts
Effortlessly manage your client base by connecting your Clio and Wheelbase apps with this seamless automation. Whenever a new contact is added in Clio, a customer is created in Wheelbase, ensuring your customer data is consistently up-to-date and organized across both platforms. Simplify your client management process and stay on top of your client relationships with this convenient workflow.
Effortlessly manage your client base by connecting your Clio and Wheelbase apps with this seamless automation. Whenever a new contact is added in Clio, a customer is created in Wheelbase, ensuring your customer data is consistently up-to-date and organized across both platforms. Simplify your client management process and stay on top of your client relationships with this convenient workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Create a new customer.
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