Create Project Broadcast contacts from new Clio activities
Effortlessly keep your contacts up-to-date with this workflow. Whenever a new activity occurs in Clio, this automation will create a contact in Project Broadcast, ensuring your database stays current and saving you valuable time on manual entry. Make managing your contacts more streamlined and efficient with this simple yet powerful solution.
Effortlessly keep your contacts up-to-date with this workflow. Whenever a new activity occurs in Clio, this automation will create a contact in Project Broadcast, ensuring your database stays current and saving you valuable time on manual entry. Make managing your contacts more streamlined and efficient with this simple yet powerful solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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