Clio + Coda
Create and update Coda rows for new Clio activities
Keep your Coda tables up-to-date with new activities from Clio using this seamless workflow. Whenever there's a new activity in Clio, this automation will update or create a new row in your chosen Coda table, ensuring all the relevant data is consistently organized and easily accessible. Say goodbye to manual data entry and focus on what matters most - growing your practice.
Keep your Coda tables up-to-date with new activities from Clio using this seamless workflow. Whenever there's a new activity in Clio, this automation will update or create a new row in your chosen Coda table, ensuring all the relevant data is consistently organized and easily accessible. Say goodbye to manual data entry and focus on what matters most - growing your practice.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
- Free forever for core features
- 14 day trial for premium features & apps
