Create new person contacts in Clio when new applications are created in Clust
When a new application is added in Clust, this workflow creation in Clio streamlines your process by instantly creating a contact person. This efficient automation helps to save time, eliminate manual data entry, and keep your Clio contacts list updated. You'll no longer have to switch between applications, allowing you to focus more on your important tasks.
When a new application is added in Clust, this workflow creation in Clio streamlines your process by instantly creating a contact person. This efficient automation helps to save time, eliminate manual data entry, and keep your Clio contacts list updated. You'll no longer have to switch between applications, allowing you to focus more on your important tasks.
- When this happens...New Application Created
Triggers when a new application is created.
- automatically do this!Create Person Contact
Creates a person contact.
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