Create ArcSite projects from new Clio contacts
Effortlessly manage your client projects with this Clio and ArcSite integration. When you add a new contact in Clio, a project will be created in ArcSite, streamlining your process and ensuring all client details are available in both apps. Stay organized and save time with this seamless automation.
Effortlessly manage your client projects with this Clio and ArcSite integration. When you add a new contact in Clio, a project will be created in ArcSite, streamlining your process and ensuring all client details are available in both apps. Stay organized and save time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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