Create new Clio activities from new Microsoft Teams messages
Streamline your work process and eliminate manual data entry by using this workflow. When a new message appears in your Microsoft Teams channel, it immediately logs the details of the message in your Clio as a time entry. This automation keeps your activity logs precise and current, enhancing your productivity and the accuracy of record-keeping.
Streamline your work process and eliminate manual data entry by using this workflow. When a new message appears in your Microsoft Teams channel, it immediately logs the details of the message in your Clio as a time entry. This automation keeps your activity logs precise and current, enhancing your productivity and the accuracy of record-keeping.
- When this happens...New Channel Message
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Create Time Entry (Activity)
Creates a new time entry.
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