Update Clio matters when new Kommo leads are added
Efficiently manage your leads and legal matters with this Kommo-Clio workflow integration. When a new lead is created in Kommo, it automatically updates the corresponding matter in Clio, keeping your case records up-to-date and organized. Streamline your lead management and case updates while saving time and ensuring accurate information across both platforms.
Efficiently manage your leads and legal matters with this Kommo-Clio workflow integration. When a new lead is created in Kommo, it automatically updates the corresponding matter in Clio, keeping your case records up-to-date and organized. Streamline your lead management and case updates while saving time and ensuring accurate information across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Matter
Update an existing matter.
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