Create new Siigo customers from new Clio activities
Effortlessly manage your contacts between Clio and Siigo with this seamless workflow. When a new activity occurs in Clio, it instantly creates a customer in Siigo, saving you time and keeping your databases consistent. Stay organized and efficient by streamlining your client management process.
Effortlessly manage your contacts between Clio and Siigo with this seamless workflow. When a new activity occurs in Clio, it instantly creates a customer in Siigo, saving you time and keeping your databases consistent. Stay organized and efficient by streamlining your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a new customer.
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