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Clio + monday.com

Create new items in monday.com from new tasks in Clio

Streamline your workflow with this efficient automation. When a new task is created in Clio, an item will promptly be generated in your monday.com app. Save time and improve productivity by reducing manual entry and ensuring consistent data across both platforms. Simplify your project management and keep track of tasks effortlessly with this seamless process.

Streamline your workflow with this efficient automation. When a new task is created in Clio, an item will promptly be generated in your monday.com app. Save time and improve productivity by reducing manual entry and ensuring consistent data across both platforms. Simplify your project management and keep track of tasks effortlessly with this seamless process.

  1. When this happens...
    ClioClio
    New Task

    Triggers when a new task 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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.

Related categories

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