Clio + Xperiencify
Add tags to Xperiencify students when new contacts are added in Clio
Effortlessly maintain your student list with this seamless integration between Clio and Xperiencify. When you create a new contact in Clio, this workflow will instantly update the corresponding student in Xperiencify, adding the appropriate tag. This helps keep your contact and student information organized and current, enabling you to concentrate on delivering the best learning experience possible.
Effortlessly maintain your student list with this seamless integration between Clio and Xperiencify. When you create a new contact in Clio, this workflow will instantly update the corresponding student in Xperiencify, adding the appropriate tag. This helps keep your contact and student information organized and current, enabling you to concentrate on delivering the best learning experience possible.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tag to Student
Add tag to student
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