Create contacts in PracticePanther Legal Software from new Calendly invitees
Save time and streamline your client onboarding process with this efficient workflow. When a new invitee is created in Calendly, it will instantly create a contact in PracticePanther Legal Software, ensuring all your client information is seamlessly organized in one place. Keep your focus on providing excellent legal services and let this automation handle the tedious task of manually entering contact information.
Save time and streamline your client onboarding process with this efficient workflow. When a new invitee is created in Calendly, it will instantly create a contact in PracticePanther Legal Software, ensuring all your client information is seamlessly organized in one place. Keep your focus on providing excellent legal services and let this automation handle the tedious task of manually entering contact information.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a contact.
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