Create and assign quest runs in Questmate for every new contact in Clio
Streamline your customer management process by linking Clio to Questmate. Whenever a new contact is added in Clio, an automation will instantiate a Quest Run in Questmate, effectively assigning the new client to a quest. This workflow ensures your client information integrates seamlessly in real time, saving you the manual task of data entry in Questmate. Simplify and enhance your customer tracking process with this Clio-Questmate connection.
Streamline your customer management process by linking Clio to Questmate. Whenever a new contact is added in Clio, an automation will instantiate a Quest Run in Questmate, effectively assigning the new client to a quest. This workflow ensures your client information integrates seamlessly in real time, saving you the manual task of data entry in Questmate. Simplify and enhance your customer tracking process with this Clio-Questmate connection.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create & Assign Quest Run
Creates and assigns a new Quest Run to a User
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