Create tasks in Capsule CRM for new Clio activities
Stay organized and on top of your tasks with this seamless workflow between Clio and Capsule CRM. When a new activity is added in Clio, a task will be created in Capsule CRM, ensuring that your team never misses an important update. This automation helps to streamline your task management, enabling you to focus on your clients and business growth.
Stay organized and on top of your tasks with this seamless workflow between Clio and Capsule CRM. When a new activity is added in Clio, a task will be created in Capsule CRM, ensuring that your team never misses an important update. This automation helps to streamline your task management, enabling you to focus on your clients and business growth.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Creates a new Task.
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