Create tasks in ClickUp for new contacts in Clio
Effortlessly manage your new Clio contacts and stay organized with this workflow that creates tasks in ClickUp. When a new contact is added in Clio, a corresponding task will be created in ClickUp, ensuring you never miss a beat when tracking your client communication and to-dos. Simplify your client management process with this seamless automation.
Effortlessly manage your new Clio contacts and stay organized with this workflow that creates tasks in ClickUp. When a new contact is added in Clio, a corresponding task will be created in ClickUp, ensuring you never miss a beat when tracking your client communication and to-dos. Simplify your client management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps