Update FastField Mobile Forms lookup lists with new Clio activities
Keep your FastField Mobile Forms up-to-date with the latest information from Clio. With this workflow, whenever there's a new activity in Clio, the Lookup List in FastField Mobile Forms will be updated accordingly. This seamless process helps save time and ensures accurate data is always available across your applications.
Keep your FastField Mobile Forms up-to-date with the latest information from Clio. With this workflow, whenever there's a new activity in Clio, the Lookup List in FastField Mobile Forms will be updated accordingly. This seamless process helps save time and ensures accurate data is always available across your applications.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lookup List
Replaces an existing FastField Lookup List with a Lookup List in a xlsx or csv file.
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