Create Harvest projects from new Clio activities
Efficiently manage your law firm's projects with this workflow that connects Clio to Harvest. When a new activity occurs in Clio, a corresponding project will be created in Harvest, streamlining your project management process. This seamless integration saves time and reduces manual data entry, allowing you to focus on more important tasks.
Efficiently manage your law firm's projects with this workflow that connects Clio to Harvest. When a new activity occurs in Clio, a corresponding project will be created in Harvest, streamlining your project management process. This seamless integration saves time and reduces manual data entry, allowing you to focus on more important tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Project
Creates a Project
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