Create folders in ClickUp for new matters in Clio
Effortlessly organize your legal matters with this workflow that connects Clio and ClickUp. Whenever a new matter is created in Clio, a corresponding folder will be generated in ClickUp, ensuring seamless case management and improved productivity. Stay focused on your legal tasks while this automation takes care of the organization for you.
Effortlessly organize your legal matters with this workflow that connects Clio and ClickUp. Whenever a new matter is created in Clio, a corresponding folder will be generated in ClickUp, ensuring seamless case management and improved productivity. Stay focused on your legal tasks while this automation takes care of the organization for you.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Folder
Triggers when new folders are created.
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