Create new contacts in Ruby whenever new contacts appear in Clio
Streamline your contact management process with this handy workflow. When a new contact is added in Clio, the same contact details are instantly created in Ruby. This seamless process saves valuable time and ensures consistent data across your platforms. Perfect for law firms or professionals who need to maintain precise and up-to-date contact information in both apps.
Streamline your contact management process with this handy workflow. When a new contact is added in Clio, the same contact details are instantly created in Ruby. This seamless process saves valuable time and ensures consistent data across your platforms. Perfect for law firms or professionals who need to maintain precise and up-to-date contact information in both apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Updates a contact in ruby portal.
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