Create or update Yodel.io Phone System contacts for new Clio contacts
Keep your Clio contacts up-to-date in Yodel.io effortlessly with this seamless workflow. When you add a new contact in Clio, this automation will create or update their information within the Yodel.io Phone System app. This ensures that your phone system stays in sync with your legal practice management software, saving you time and preventing potential errors in contact management.
Keep your Clio contacts up-to-date in Yodel.io effortlessly with this seamless workflow. When you add a new contact in Clio, this automation will create or update their information within the Yodel.io Phone System app. This ensures that your phone system stays in sync with your legal practice management software, saving you time and preventing potential errors in contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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