Send emails in Microsoft Exchange for new activities in Clio
Stay on top of your client interactions with this handy automation. Whenever there's a new activity in Clio, this workflow will send an email via Microsoft Exchange, keeping you informed and organized. Ensure timely communication and never miss an important update from your clients again.
Stay on top of your client interactions with this handy automation. Whenever there's a new activity in Clio, this workflow will send an email via Microsoft Exchange, keeping you informed and organized. Ensure timely communication and never miss an important update from your clients again.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Email
Send an email from your Exchange account.
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