ClickUp + Clio
Create lists in ClickUp for new matters in Clio
This workflow activates when new legal matters surface in the Clio app, resulting in the automatic creation of a list in the ClickUp app. This seamless interaction between the two apps helps in staying organized and managing tasks effectively by directly adding new matters to your task list. It's a convenient solution for legal professionals aiming to streamline their workflow and improve productivity.
This workflow activates when new legal matters surface in the Clio app, resulting in the automatic creation of a list in the ClickUp app. This seamless interaction between the two apps helps in staying organized and managing tasks effectively by directly adding new matters to your task list. It's a convenient solution for legal professionals aiming to streamline their workflow and improve productivity.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create List
Triggers when new lists are created.
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