Create new Workboard action items for each new Clio contact
Effortlessly stay on top of your client management with this handy workflow that connects Clio and Workboard. Whenever a new contact is added in Clio, an action item will be created in Workboard to ensure you never miss important tasks related to your clients. This automation helps you maintain organized and efficient client relationships, making it easier to focus on providing exceptional service.
Effortlessly stay on top of your client management with this handy workflow that connects Clio and Workboard. Whenever a new contact is added in Clio, an action item will be created in Workboard to ensure you never miss important tasks related to your clients. This automation helps you maintain organized and efficient client relationships, making it easier to focus on providing exceptional service.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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