Create tasks in GoodDay.work for new contacts in Clio
Stay on top of your new contacts in Clio with this efficient workflow that creates tasks in GoodDay.work. When a new contact is created in Clio, a corresponding task will be generated in GoodDay.work, ensuring that your team remains organized and up-to-date. Streamline your client management process and prioritize tasks more effectively with this seamless integration.
Stay on top of your new contacts in Clio with this efficient workflow that creates tasks in GoodDay.work. When a new contact is created in Clio, a corresponding task will be generated in GoodDay.work, ensuring that your team remains organized and up-to-date. Streamline your client management process and prioritize tasks more effectively with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a task in a selected folder
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