Create tasks in Follow Up Boss for new Clio activities
Efficiently manage your legal tasks with this seamless workflow between Clio and Follow Up Boss. As soon as new activity takes place in Clio, a task will be created in Follow Up Boss, helping you to stay organized and never miss important deadlines or action items. Simplify your workload and ensure every step of your legal work is tracked and completed.
Efficiently manage your legal tasks with this seamless workflow between Clio and Follow Up Boss. As soon as new activity takes place in Clio, a task will be created in Follow Up Boss, helping you to stay organized and never miss important deadlines or action items. Simplify your workload and ensure every step of your legal work is tracked and completed.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Create a task for a contact.
- Free forever for core features
- 14 day trial for premium features & apps