Create or update Zomentum clients when new Clio contacts are added
Effortlessly manage your contacts between Clio and Zomentum with this streamlined workflow. Whenever you add a new contact in Clio, this automation will instantly create or update the client in Zomentum, keeping your records consistent and up to date. Save time and maintain organized client information across both platforms without any manual work.
Effortlessly manage your contacts between Clio and Zomentum with this streamlined workflow. Whenever you add a new contact in Clio, this automation will instantly create or update the client in Zomentum, keeping your records consistent and up to date. Save time and maintain organized client information across both platforms without any manual work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Create or Update Client
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