Create new contact in Lawmatics from Clio when no duplicates exist
Create new contact in Lawmatics from Clio when no duplicates exist
Create new contacts in Lawmatics when a new contact is added in Clio, ensuring no duplicates exist. This boosts your efficiency in managing client relationships and enhances your onboarding process.
Zap details:
Overview
Create new contacts in Lawmatics when a new contact is added in Clio, ensuring no duplicates exist. This boosts your efficiency in managing client relationships and enhances your onboarding process.