Clio + monday.com
Update items in monday.com when bill states are updated in Clio
Stay up-to-date with client accounts effortlessly by setting up this workflow. When a bill state changes in Clio, it ensures a new item is created in your monday.com board. Keep track of changes with no extra effort; perfect for law firms or professional services using Clio and monday.com together to manage their workflow.
Stay up-to-date with client accounts effortlessly by setting up this workflow. When a bill state changes in Clio, it ensures a new item is created in your monday.com board. Keep track of changes with no extra effort; perfect for law firms or professional services using Clio and monday.com together to manage their workflow.
- When this happens...Bill State Updated
Triggers when the state of a bill 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.
