Format new Clio activities as texts using Formatter by Zapier
Keep track of your legal activities seamlessly with this efficient workflow. Whenever a new activity is added in Clio, this automation reformats the text using Formatter by Zapier, ensuring consistent and accessible records. Stay organized and save time so you can focus on what matters most - providing top-notch legal services to your clients.
Keep track of your legal activities seamlessly with this efficient workflow. Whenever a new activity is added in Clio, this automation reformats the text using Formatter by Zapier, ensuring consistent and accessible records. Stay organized and save time so you can focus on what matters most - providing top-notch legal services to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- Free forever for core features
- 14 day trial for premium features & apps