Clio + Trumpia
Create Trumpia contacts from new Clio activities
Effortlessly keep your contact list up-to-date with this seamless workflow between Clio and Trumpia. When a new activity is added in Clio, a new contact will be created in Trumpia, saving you time and ensuring accurate contact information. Stay organized and enhance your communication processes with this efficient automation.
Effortlessly keep your contact list up-to-date with this seamless workflow between Clio and Trumpia. When a new activity is added in Clio, a new contact will be created in Trumpia, saving you time and ensuring accurate contact information. Stay organized and enhance your communication processes with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in Trumpia.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Trumpia
Trumpia offers text messaging in the easiest platform to start with, giving you everything you need for your first campagin.