Create Zoho Billing customers from new Clio activities
Effortlessly manage your law firm's invoicing process with this Clio and Zoho Billing automation. When there's a new activity in your Clio app, this workflow creates a customer in Zoho Billing, streamlining your billing process and eliminating the need for manual data entry. Focus on providing excellent legal services while this integration keeps your client records up-to-date.
Effortlessly manage your law firm's invoicing process with this Clio and Zoho Billing automation. When there's a new activity in your Clio app, this workflow creates a customer in Zoho Billing, streamlining your billing process and eliminating the need for manual data entry. Focus on providing excellent legal services while this integration keeps your client records up-to-date.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer.
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