Create new matters in Clio for every new company in Kommo
Effortlessly manage your legal matters with this Kommo to Clio workflow. When a new company is added in Kommo, this automation will create a corresponding matter in Clio, ensuring seamless organization and time-saving without manual data entry. Keep track of your legal tasks and maintain consistency across platforms with this efficient solution.
Effortlessly manage your legal matters with this Kommo to Clio workflow. When a new company is added in Kommo, this automation will create a corresponding matter in Clio, ensuring seamless organization and time-saving without manual data entry. Keep track of your legal tasks and maintain consistency across platforms with this efficient solution.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Matter
Creates a new matter.
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