Clio + Microsoft Outlook + Gavel
Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts
Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.
Streamline your client intake or case management process by creating a session in Gavel and populating it with data from Clio when you add a new contact in Clio Manage. Then, this automation will send a link to your clients or team via Microsoft Outlook to continue the workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this...Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
- then do this!Send Email
Send an email from your Outlook account.
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