Create or update Xero contacts every time new matters are added in Clio
Stay on top of your client relations with this streamlined workflow. Whenever new matters occur in Clio, relevant details are swiftly communicated to Xero, resulting in either the creation of a fresh contact or the updating of an existing one. This reliable process ensures your Xero contact list always reflects the current state of affairs, reducing manual entries and time spend.
Stay on top of your client relations with this streamlined workflow. Whenever new matters occur in Clio, relevant details are swiftly communicated to Xero, resulting in either the creation of a fresh contact or the updating of an existing one. This reliable process ensures your Xero contact list always reflects the current state of affairs, reducing manual entries and time spend.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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