Create ArcSite projects from new Clio activities
Effortlessly manage your projects and keep them updated with this Clio to ArcSite workflow. Whenever there's a new activity in Clio, this automation will create a project in ArcSite, ensuring that your information stays organized and easily accessible. Save time and stay on top of your work with this seamless integration.
Effortlessly manage your projects and keep them updated with this Clio to ArcSite workflow. Whenever there's a new activity in Clio, this automation will create a project in ArcSite, ensuring that your information stays organized and easily accessible. Save time and stay on top of your work with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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