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Clio + monday.com

Create items in monday.com from new activities in Clio

Keep your task management streamlined and efficient with this easy-to-use workflow. Whenever new activity occurs in your Clio app, it spurs the creation of an item in your monday.com app. This not only helps in maintaining an organized workflow but also ensures that no important tasks slip through the cracks. Ideal for law firms or businesses who work with Clio and want to keep their project management updated on monday.com, enhancing productivity and consistency.

Keep your task management streamlined and efficient with this easy-to-use workflow. Whenever new activity occurs in your Clio app, it spurs the creation of an item in your monday.com app. This not only helps in maintaining an organized workflow but also ensures that no important tasks slip through the cracks. Ideal for law firms or businesses who work with Clio and want to keep their project management updated on monday.com, enhancing productivity and consistency.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About 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.

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