Create collaborators in Follow Up Boss for new Clio activities
Effortlessly keep your team in the loop with this simple workflow. When new activities occur in Clio, it will instantly add collaborators to the corresponding task in Follow Up Boss, ensuring everyone stays up-to-date and on the same page. Improve communication and collaboration among team members with this seamless integration.
Effortlessly keep your team in the loop with this simple workflow. When new activities occur in Clio, it will instantly add collaborators to the corresponding task in Follow Up Boss, ensuring everyone stays up-to-date and on the same page. Improve communication and collaboration among team members with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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