Create new client in Proposify from Actionstep step change

Create new clients in Actionstep when a matter step changes in Actionstep. Ensure accurate client details are captured and linked, leading to improved data integrity and faster onboarding.

Create new client in Proposify from Actionstep step change

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Overview

Create new clients in Actionstep when a matter step changes in Actionstep. Ensure accurate client details are captured and linked, leading to improved data integrity and faster onboarding.

Create new client in Proposify from Actionstep step change