Create Clio contacts when new Gavel workflows complete
With this integration, you can fully integrate your practice's document automation and practice management. Activate it to automatically create a new contact in your Clio account when your team or a client completes a workflow. Collect client and matter data in Gavel, save it within your existing practice management system, and later use that same data and any other Clio data through Gavel's native Clio integration.
With this integration, you can fully integrate your practice's document automation and practice management. Activate it to automatically create a new contact in your Clio account when your team or a client completes a workflow. Collect client and matter data in Gavel, save it within your existing practice management system, and later use that same data and any other Clio data through Gavel's native Clio integration.
- When this happens...Workflow Completed
Triggers when a workflow is completed.
- automatically do this!Create Person Contact
Creates a person contact.
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