Create and update Wodify Core clients from new Clio activities
Effortlessly keep your client information up-to-date across Clio and Wodify Core with this powerful workflow. Whenever a new activity occurs in your Clio app, the relevant client information will be added or updated in Wodify Core, ensuring you have the most accurate data at all times. Save time and streamline your day-to-day processes with this reliable and seamless integration between Clio and Wodify Core.
Effortlessly keep your client information up-to-date across Clio and Wodify Core with this powerful workflow. Whenever a new activity occurs in your Clio app, the relevant client information will be added or updated in Wodify Core, ensuring you have the most accurate data at all times. Save time and streamline your day-to-day processes with this reliable and seamless integration between Clio and Wodify Core.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Update Client
Adds or updates a client.
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