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 custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Sends an invitation to a contact by email.
Creates a new calendar entry.
Creates a new communication.
Creates a new contact.
Creates a new folder.
Creates a new matter.
Creates a new note.
Creates a new task.
Creates a new activity.
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