Create expense entries in Clio for new Kommo leads
Efficiently manage your legal practice by connecting Kommo and Clio with this workflow. When a new lead is added in Kommo, this automation creates an expense entry in Clio to record the associated activity. Keep track of your lead-related expenses in a seamless and organized manner, saving you time and improving your practice's financial management.
Efficiently manage your legal practice by connecting Kommo and Clio with this workflow. When a new lead is added in Kommo, this automation creates an expense entry in Clio to record the associated activity. Keep track of your lead-related expenses in a seamless and organized manner, saving you time and improving your practice's financial management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Expense Entry (Activity)
Creates a new expense entry.
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