Create new Easy Projects for every new Clio contact
Easily streamline your client onboarding process with this automation that connects Clio and Easy Projects. Whenever you add a new contact in Clio, a new project will be created in Easy Projects, ensuring your team can quickly and efficiently start working on tasks related to that client. Save time and improve communication between your legal and project management teams with this simple yet effective workflow.
Easily streamline your client onboarding process with this automation that connects Clio and Easy Projects. Whenever you add a new contact in Clio, a new project will be created in Easy Projects, ensuring your team can quickly and efficiently start working on tasks related to that client. Save time and improve communication between your legal and project management teams with this simple yet effective workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
- Free forever for core features
- 14 day trial for premium features & apps