Create or update matters in Clio for each new or updated record in FreeAgent CRM
Maintain seamless coordination between FreeAgent CRM and Clio for all your legal case management needs with this efficient workflow. Each time a record is created or updated in FreeAgent CRM, it simultaneously initiates the creation of a new matter in Clio. This automation aids in preserving time, reducing errors, and guaranteeing consistent and up-to-date records, ultimately enhancing your productivity.
Maintain seamless coordination between FreeAgent CRM and Clio for all your legal case management needs with this efficient workflow. Each time a record is created or updated in FreeAgent CRM, it simultaneously initiates the creation of a new matter in Clio. This automation aids in preserving time, reducing errors, and guaranteeing consistent and up-to-date records, ultimately enhancing your productivity.
- When this happens...Created or Updated App Record
Triggers when an App Record is created or updated
- automatically do this!Create Matter
Creates a new matter.
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AppRequired
Triggered on Create or UpdateRequired
Try ItAppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
FieldRequired
Field ValueRequired
AppRequired
AppRequired
Field
Field Value
EntityRequired
Search FieldRequired
Search Field ValueRequired
New Activity
Triggers when a new activity is created.
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