Create tasks in KanbanFlow for new contacts in Clio
Stay organized and on top of your new client contacts with this seamless Clio and KanbanFlow integration. When a new contact is added in Clio, a task will be created in KanbanFlow, ensuring you efficiently manage new clients and their related tasks in your project management tool. Save time and eliminate manual data entry by connecting Clio and KanbanFlow with this simple automation.
Stay organized and on top of your new client contacts with this seamless Clio and KanbanFlow integration. When a new contact is added in Clio, a task will be created in KanbanFlow, ensuring you efficiently manage new clients and their related tasks in your project management tool. Save time and eliminate manual data entry by connecting Clio and KanbanFlow with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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