Line

Line is a client follow-up tool for independent consultants: for each client, its meeting notes, tasks, contacts, meetings and contract.

With this connector, your assistant can search for a client, read its record (contacts, open tasks, upcoming meetings, list of recent meeting notes) and list your upcoming meetings. It can create or update a client, a contact, a meeting or a task, and save a contract, which replaces the previous one. These writes take effect immediately.

Meeting notes added by the assistant stay a draft. The tasks they contain are suggested to you in Line: these notes create no task and close no task until you approve them.

No tool deletes a client, a contact, a task or meeting notes. Line shows what your assistant wrote, on its Integrations page. A Line account is required. Tool titles and the Line interface are in French.