Create Zoho Books customers from new Clio activities
Effortlessly keep your customer records up-to-date in Zoho Books with this seamless workflow. Whenever a new activity occurs in Clio, a customer will be created in Zoho Books, ensuring your customer database is always current and organized. Focus on providing excellent service to your clients while this automation takes care of the details for you.
Effortlessly keep your customer records up-to-date in Zoho Books with this seamless workflow. Whenever a new activity occurs in Clio, a customer will be created in Zoho Books, ensuring your customer database is always current and organized. Focus on providing excellent service to your clients while this automation takes care of the details for you.
- 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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