Create new matters in Clio from newly added leads in Kommo
Effortlessly manage your new leads from Kommo and streamline your legal matters with this seamless workflow. When you receive a new lead in Kommo, this automation will create a corresponding matter in Clio, saving you time and ensuring all relevant information is in one place. Stay organized and efficient with your legal cases by setting up this handy integration.
Effortlessly manage your new leads from Kommo and streamline your legal matters with this seamless workflow. When you receive a new lead in Kommo, this automation will create a corresponding matter in Clio, saving you time and ensuring all relevant information is in one place. Stay organized and efficient with your legal cases by setting up this handy integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Matter
Creates a new matter.
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