Create Gmail label from new Clio matters
When this happensStep 1: New Matter
Then do thisStep 2: Create Label
If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.
Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.
How It Works
- A new matter is created in Clio
- Zapier automatically creates a new label in Gmail
What You Need
- Clio account
- Gmail account