Clio + Posh
Create new Posh contacts for every new Clio contact
Effortlessly manage your contacts across platforms with this Clio to Posh automation. Whenever a new contact is added in Clio, it will create a corresponding contact in Posh, ensuring your address books stay up-to-date and organized. Save time by streamlining your contact management and focus on building stronger client relationships.
Effortlessly manage your contacts across platforms with this Clio to Posh automation. Whenever a new contact is added in Clio, it will create a corresponding contact in Posh, ensuring your address books stay up-to-date and organized. Save time by streamlining your contact management and focus on building stronger client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Updates a contact in posh portal.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
