Create Metatask processes from new Clio contacts
Effortlessly streamline your client onboarding process with this simple workflow, connecting Clio and Metatask. Whenever a new contact is added in Clio, a process will be initiated in Metatask, allowing you to focus on delivering outstanding service to your clients. Save time and reduce the risk of manual errors with this seamless automation.
Effortlessly streamline your client onboarding process with this simple workflow, connecting Clio and Metatask. Whenever a new contact is added in Clio, a process will be initiated in Metatask, allowing you to focus on delivering outstanding service to your clients. Save time and reduce the risk of manual errors with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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