Process new Clio activities with Formatter by Zapier utilities
Streamline your legal practice management by connecting Clio with Formatter by Zapier. This workflow is activated whenever there's new activity in Clio, and then utilizes Formatter by Zapier's Utilities feature to process the data accordingly. Save time and improve efficiency by automating this essential aspect of your law firm's data management.
Streamline your legal practice management by connecting Clio with Formatter by Zapier. This workflow is activated whenever there's new activity in Clio, and then utilizes Formatter by Zapier's Utilities feature to process the data accordingly. Save time and improve efficiency by automating this essential aspect of your law firm's data management.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
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