Clio + Microsoft Exchange
Send emails in Microsoft Exchange for new contacts in Clio
Stay informed about new client details in your Clio app with this efficient workflow. When you add a new contact in Clio, an email is sent via Microsoft Exchange, keeping all relevant parties updated. This seamless process maintains communication and ensures everyone is on the same page.
Stay informed about new client details in your Clio app with this efficient workflow. When you add a new contact in Clio, an email is sent via Microsoft Exchange, keeping all relevant parties updated. This seamless process maintains communication and ensures everyone is on the same page.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Email
Send an email from your Exchange account.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
