Clio + Zoho Books
Add new Clio contacts as customers in Zoho Books
Effortlessly maintain your client records across Clio and Zoho Books with this seamless automation. Whenever you add a new contact in Clio, this workflow will create a corresponding customer in Zoho Books, ensuring your accounting and client management remain in sync and up-to-date. Simplify your administrative tasks and focus on delivering value to your clients.
Effortlessly maintain your client records across Clio and Zoho Books with this seamless automation. Whenever you add a new contact in Clio, this workflow will create a corresponding customer in Zoho Books, ensuring your accounting and client management remain in sync and up-to-date. Simplify your administrative tasks and focus on delivering value to your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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