Update contact badge status and URL in Clio from Formidable Forms submission
Update contact badge status and URL in Clio from Formidable Forms submission
Update your contact badge status and URL in Clio when a new entry is submitted in Formidable Forms. This ensures accurate and current information, leading to improved communication and engagement with your clients.
Workflow preview:
Zap details:
Overview
Update your contact badge status and URL in Clio when a new entry is submitted in Formidable Forms. This ensures accurate and current information, leading to improved communication and engagement with your clients.