Create or update Spoki contacts from new Clio activities
Effortlessly keep your contacts up to date with this workflow between Clio and Spoki. Whenever a new activity occurs in Clio, the automation will create or update the corresponding contact in Spoki, ensuring your information is always current and organized. Stay connected with your clients and maintain accurate records with seamless communication between both apps.
Effortlessly keep your contacts up to date with this workflow between Clio and Spoki. Whenever a new activity occurs in Clio, the automation will create or update the corresponding contact in Spoki, ensuring your information is always current and organized. Stay connected with your clients and maintain accurate records with seamless communication between both apps.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
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