Create tasks in KanbanFlow for new activities in Clio
Effortlessly manage your legal tasks with this efficient workflow that connects Clio and KanbanFlow. When a new activity occurs in Clio, a corresponding task will be created in KanbanFlow, ensuring your team is always up to date on the latest developments. Stay organized and boost productivity by streamlining your task management with this time-saving automation.
Effortlessly manage your legal tasks with this efficient workflow that connects Clio and KanbanFlow. When a new activity occurs in Clio, a corresponding task will be created in KanbanFlow, ensuring your team is always up to date on the latest developments. Stay organized and boost productivity by streamlining your task management with this time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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