Create new monday.com boards from new matters in Clio
With this workflow, new matters from your Clio app are immediately transformed into fresh boards in your monday.com app. This automation simplifies your task management by directly converting your legal issues into manageable projects. No more manual copying and pasting, this workflow takes care of it all, ensuring your team can start working on projects instantly. Using the same terminology as both apps, you can be assured of a seamless integration.
With this workflow, new matters from your Clio app are immediately transformed into fresh boards in your monday.com app. This automation simplifies your task management by directly converting your legal issues into manageable projects. No more manual copying and pasting, this workflow takes care of it all, ensuring your team can start working on projects instantly. Using the same terminology as both apps, you can be assured of a seamless integration.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Board
Creates a new board
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