Create new Clio activities when new invitees are added in Calendly
Stay organized and manage your time more efficiently with this workflow. When a new invitee sets a meeting via Calendly, a time entry gets promptly created in Clio. This process minimizes data entry tasks and ensures that your time is accurately logged for every meeting arrangement, improving your record-keeping practice.
Stay organized and manage your time more efficiently with this workflow. When a new invitee sets a meeting via Calendly, a time entry gets promptly created in Clio. This process minimizes data entry tasks and ensures that your time is accurately logged for every meeting arrangement, improving your record-keeping practice.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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