Update tasks in ClickUp when matter status is updated in Clio
Streamline your Clio and ClickUp workflow with this automation. Whenever a matter's status is updated in Clio, a corresponding task will be immediately created in ClickUp. This effortless process ensures that no updates fall through the cracks and task tracking becomes a breeze, offering seamless consistency and efficient organization across platforms.
Streamline your Clio and ClickUp workflow with this automation. Whenever a matter's status is updated in Clio, a corresponding task will be immediately created in ClickUp. This effortless process ensures that no updates fall through the cracks and task tracking becomes a breeze, offering seamless consistency and efficient organization across platforms.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Create Task
Creates a new task.
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