Format and update phone numbers in Clio for new matters
Format and update phone numbers in Clio for new matters
Format and update phone numbers for new contacts in Clio to ensure consistency and accuracy. This Zap triggers when a new matter is created, processes the number, and updates the contact, improving data integrity.
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Overview
Format and update phone numbers for new contacts in Clio to ensure consistency and accuracy. This Zap triggers when a new matter is created, processes the number, and updates the contact, improving data integrity.