Create or update PEP Cloud clients from new Clio activities
Effortlessly maintain your client information up-to-date with this seamless workflow between Clio and PEP Cloud. When a new activity occurs in Clio, it instantly creates or updates the corresponding client in PEP Cloud, ensuring that your client details are always accurate and accessible. Say goodbye to manual data entry and focus on what matters most - providing excellent service to your clients.
Effortlessly maintain your client information up-to-date with this seamless workflow between Clio and PEP Cloud. When a new activity occurs in Clio, it instantly creates or updates the corresponding client in PEP Cloud, ensuring that your client details are always accurate and accessible. Say goodbye to manual data entry and focus on what matters most - providing excellent service to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
- Free forever for core features
- 14 day trial for premium features & apps