Create rows in Google Tables for new matters in Clio
When a new matter is added in Clio, you'll want to keep track of it in an organized manner. With this workflow, as soon as you add new matters in Clio, they will be documented in Google Tables by creating new rows. This automation offers a seamless record-keeping solution, saving you the need for manual data entry, enhancing efficiency in tracking legal matters.
When a new matter is added in Clio, you'll want to keep track of it in an organized manner. With this workflow, as soon as you add new matters in Clio, they will be documented in Google Tables by creating new rows. This automation offers a seamless record-keeping solution, saving you the need for manual data entry, enhancing efficiency in tracking legal matters.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Row
Creates a new row in a table.
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