Create passes in Engage by Cell Pass for new contacts in Clio
Effortlessly create and manage your client list by connecting Clio to Engage by Cell Pass. With this automation, whenever a new contact is added in Clio, a pass will be generated in Engage by Cell Pass, keeping your client information organized and easily accessible. Streamline your law practice and focus on providing exceptional legal services while this simple and seamless workflow takes care of the details.
Effortlessly create and manage your client list by connecting Clio to Engage by Cell Pass. With this automation, whenever a new contact is added in Clio, a pass will be generated in Engage by Cell Pass, keeping your client information organized and easily accessible. Streamline your law practice and focus on providing exceptional legal services while this simple and seamless workflow takes care of the details.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Generate Pass
Generate a Pass
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