Send Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
This Zap allows you to streamline your client intake or case management process by automatically creating a new session of a Gavel workflow and populating it with data from Clio when you add a new matter in Clio. Then, you can send a link to your clients or team to continue the workflow, with your follow-up already prepped for you!
This Zap allows you to streamline your client intake or case management process by automatically creating a new session of a Gavel workflow and populating it with data from Clio when you add a new matter in Clio. Then, you can send a link to your clients or team to continue the workflow, with your follow-up already prepped for you!
- When this happens...New Matter
Triggers when a new matter 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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