Create tasks in Wrike for new contacts in Clio
Easily manage your legal contacts and tasks with this seamless Clio-Wrike workflow. When you add a new contact in Clio, a task will be created in Wrike to help you stay organized and focused on your case. Save time and effort by ensuring all necessary information is readily available in both platforms.
Easily manage your legal contacts and tasks with this seamless Clio-Wrike workflow. When you add a new contact in Clio, a task will be created in Wrike to help you stay organized and focused on your case. Save time and effort by ensuring all necessary information is readily available in both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a new task.
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