Create new Clio contacts from new Wix bookings
Improve your law firm's client relationship management with this seamless workflow. Whenever a new booking takes place in your Wix app, this automation will swiftly generate a new contact in your Clio app. This ensures timely and organized data transfer, while saving you valuable hours of manual data entry.
Improve your law firm's client relationship management with this seamless workflow. Whenever a new booking takes place in your Wix app, this automation will swiftly generate a new contact in your Clio app. This ensures timely and organized data transfer, while saving you valuable hours of manual data entry.
- When this happens...Bookings
Triggers when a session starts, ends or a client books or checks in.
- automatically do this!Create Person Contact
Creates a person contact.
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