Update existing items in Infinity when matters status is updated in Clio
Improve your law office's efficiency with this automation. Whenever a matter status is updated in Clio, corresponding data in Infinity is immediately updated. This streamlined process ensures that essential information remains consistent across both platforms, paving the way for smoother operations in your firm. It's a practical solution designed for a pro-active and well-organised law practice.
Improve your law office's efficiency with this automation. Whenever a matter status is updated in Clio, corresponding data in Infinity is immediately updated. This streamlined process ensures that essential information remains consistent across both platforms, paving the way for smoother operations in your firm. It's a practical solution designed for a pro-active and well-organised law practice.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Update an Existing Item
Updates an existing item in a specific workspace, board and folder, based on the item ID.
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