Add new Clio activities to Microsoft Excel rows for streamlined data management
Stay promptly updated with ongoing projects or client matters in your Clio app with this efficient workflow. Whenever there's a new activity in Clio, this automated task will add a row containing all the relevant details to your Microsoft Excel table. This allows you to effortlessly capture and organize vital data from your Clio app directly into Excel spreadsheets for quick reference and analysis.
Stay promptly updated with ongoing projects or client matters in your Clio app with this efficient workflow. Whenever there's a new activity in Clio, this automated task will add a row containing all the relevant details to your Microsoft Excel table. This allows you to effortlessly capture and organize vital data from your Clio app directly into Excel spreadsheets for quick reference and analysis.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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