Create Offri contacts from new Clio activities
Effortlessly manage your contacts between Clio and Offri with this seamless workflow. Whenever a new activity is added in Clio, this automation will create a corresponding contact in Offri. Keep your contact lists up-to-date and well-organized, saving you time and ensuring all important information is synced across both apps.
Effortlessly manage your contacts between Clio and Offri with this seamless workflow. Whenever a new activity is added in Clio, this automation will create a corresponding contact in Offri. Keep your contact lists up-to-date and well-organized, saving you time and ensuring all important information is synced across both apps.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a contact.
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