Create Clio matters when new workflows are completed in Gavel
This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to 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.
This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to 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.
- When this happens...Workflow Completed
Triggers when a workflow is completed.
- automatically do this!Create Matter
Creates a new matter.
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