Create new Clio contacts from new emails in Email Parser by Zapier
Transform the way you manage your legal contacts with this seamless workflow. Upon receipt of a new email in Email Parser by Zapier, a person contact in Clio is immediately created. Such automation not only eliminates manual data entry and potential errors but also ensures that all information is consolidated in one place, making client management smooth and efficient.
Transform the way you manage your legal contacts with this seamless workflow. Upon receipt of a new email in Email Parser by Zapier, a person contact in Clio is immediately created. Such automation not only eliminates manual data entry and potential errors but also ensures that all information is consolidated in one place, making client management smooth and efficient.
- When this happens...New Email
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
- automatically do this!Create Person Contact
Creates a person contact.
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