Create and send Microsoft Teams channel messages for new Clio matters
Stay updated on new matters in Clio and ensure your team is informed with this automation. With this workflow, whenever a new matter is created in Clio, a message will be sent to a designated Microsoft Teams channel, keeping everyone in the loop. Save time, maintain clear communication, and stay organized by streamlining your case updates efficiently.
Stay updated on new matters in Clio and ensure your team is informed with this automation. With this workflow, whenever a new matter is created in Clio, a message will be sent to a designated Microsoft Teams channel, keeping everyone in the loop. Save time, maintain clear communication, and stay organized by streamlining your case updates efficiently.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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