Create or update Airtable records whenever new matters are added in Clio
This workflow springs into action the moment a new matter arises in your Clio app, saving you time by immediately creating or updating a record in Airtable. It eliminates the need for manual data input and ensures that your Airtable records remain updated with new matters from Clio. Enjoy a streamlined work process with this handy automation.
This workflow springs into action the moment a new matter arises in your Clio app, saving you time by immediately creating or updating a record in Airtable. It eliminates the need for manual data input and ensures that your Airtable records remain updated with new matters from Clio. Enjoy a streamlined work process with this handy automation.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
- Free forever for core features
- 14 day trial for premium features & apps