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Add Sendlane contacts for new Clio Manage contacts

Add Sendlane contacts for new Clio Manage contacts

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Every time a new contact is created in your Clio Manage, Make will automatically add them to your Sendlane as a contact.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Sendlane
Add a Contact

Sends an invitation to a contact by email.

Action
Clio Manage
Create a Calendar Entry

Creates a new calendar entry.

Action
Clio Manage
Create a Communication

Creates a new communication.

Action
Clio Manage
Create a Contact

Creates a new contact.

Action
Clio Manage
Create a Folder

Creates a new folder.

Action
Clio Manage
Create a Matter

Creates a new matter.

Action
Clio Manage
Create a Note

Creates a new note.

Action
Clio Manage
Create a Task

Creates a new task.

Action
Clio Manage
Create an Activity

Creates a new activity.

Action

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