Create or update Text Request contacts from new Clio activities
Stay organized and efficient by seamlessly connecting your Clio and Text Request apps with this workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Text Request, ensuring your contacts are always up to date. Save time and boost productivity by streamlining your contact management process.
Stay organized and efficient by seamlessly connecting your Clio and Text Request apps with this workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Text Request, ensuring your contacts are always up to date. Save time and boost productivity by streamlining your contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the name of an existing contact.
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