Create notes in Follow Up Boss for new activities in Clio
Stay organized and on top of your workload with this efficient automation. When new activity occurs in Clio, this workflow will create a note in Follow Up Boss, making it easy to track and manage important tasks. Save time, reduce manual work, and enhance your record-keeping with this seamless integration between Clio and Follow Up Boss.
Stay organized and on top of your workload with this efficient automation. When new activity occurs in Clio, this workflow will create a note in Follow Up Boss, making it easy to track and manage important tasks. Save time, reduce manual work, and enhance your record-keeping with this seamless integration between Clio and Follow Up Boss.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps