Initiate Metatask processes for new Clio activities
Streamline your task management and enhance team collaboration with this smooth Clio and Metatask integration. When a new activity takes place in Clio, this workflow triggers a start process in Metatask, allowing you to efficiently manage your workload and keep your team informed about crucial updates. Focus on providing outstanding client services while this automation takes care of your tasks and processes.
Streamline your task management and enhance team collaboration with this smooth Clio and Metatask integration. When a new activity takes place in Clio, this workflow triggers a start process in Metatask, allowing you to efficiently manage your workload and keep your team informed about crucial updates. Focus on providing outstanding client services while this automation takes care of your tasks and processes.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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