Clio + monday.com
Create items in monday.com when matter statuses are updated in Clio
Keep your team in sync with this efficient workflow between Clio and monday.com. When you update a matter status in Clio, a corresponding item is automatically created in monday.com, ensuring all project details are organized and up-to-date. Save time and reduce manual data entry with the seamless integration of these powerful tools.
Keep your team in sync with this efficient workflow between Clio and monday.com. When you update a matter status in Clio, a corresponding item is automatically created in monday.com, ensuring all project details are organized and up-to-date. Save time and reduce manual data entry with the seamless integration of these powerful tools.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Create Item
Create a new Item in a board
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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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
