Upload new documents to lexoffice for bookkeeping purposes when activities in Clio occur
Effortlessly keep your law firm's bookkeeping up-to-date with this seamless workflow between Clio and lexoffice. When new activities occur in your Clio app, this automation will swiftly upload the relevant documents for bookkeeping purposes in lexoffice, ensuring consistency and accuracy across both platforms. Save time and enhance organization by implementing this convenient solution for managing legal finances.
Effortlessly keep your law firm's bookkeeping up-to-date with this seamless workflow between Clio and lexoffice. When new activities occur in your Clio app, this automation will swiftly upload the relevant documents for bookkeeping purposes in lexoffice, ensuring consistency and accuracy across both platforms. Save time and enhance organization by implementing this convenient solution for managing legal finances.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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