Create and send cards or mailers for new Clio contacts with ZenDirect
Effortlessly maintain communication and create a memorable experience for new contacts in Clio by delivering personalized cards or mailers through ZenDirect. With this workflow, each time a new contact is added in Clio, a custom card or mailer is generated and sent via ZenDirect, enhancing your client relationships and outreach efforts with a considerate, automated process.
Effortlessly maintain communication and create a memorable experience for new contacts in Clio by delivering personalized cards or mailers through ZenDirect. With this workflow, each time a new contact is added in Clio, a custom card or mailer is generated and sent via ZenDirect, enhancing your client relationships and outreach efforts with a considerate, automated process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Card or Mailer
Sends personalized greeting cards, postcards or other mailers with optional gifts.
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