Clio + Listrak
Add or update Listrak subscribers from new Clio activities instantly
Stay connected with your clients by linking Clio to Listrak in this efficient workflow. Whenever there's a new activity in Clio, this automation will update or add the subscriber to your Listrak list, ensuring you're always in sync with your client's information. This seamless integration saves time and keeps your client engagement on track.
Stay connected with your clients by linking Clio to Listrak in this efficient workflow. Whenever there's a new activity in Clio, this automation will update or add the subscriber to your Listrak list, ensuring you're always in sync with your client's information. This seamless integration saves time and keeps your client engagement on track.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Update Subscriber
Add new subscribers and/or update current subscriber information.
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