Create conversions in Wisernotify from new activities in Clio
Effortlessly track and analyze client interactions with this Clio and Wisernotify integration. When a new activity occurs in Clio, this workflow creates a conversion in Wisernotify, streamlining the process of monitoring client engagements. Save time, stay organized, and improve your data analysis with this seamless automation.
Effortlessly track and analyze client interactions with this Clio and Wisernotify integration. When a new activity occurs in Clio, this workflow creates a conversion in Wisernotify, streamlining the process of monitoring client engagements. Save time, stay organized, and improve your data analysis with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Conversion
Create Conversion
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