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Clio + Morgen

Create new tasks in Morgen for each new task in Clio

Unveil a new level of productivity with this workflow. When a new task is added in Clio, it seamlessly creates an identical task in the Morgen app. It's an efficient way of managing tasks across platforms, ensuring you never miss anything important. Boost your operational efficiency and focus more on the tasks at hand instead of wasting time on manual data entry.

Unveil a new level of productivity with this workflow. When a new task is added in Clio, it seamlessly creates an identical task in the Morgen app. It's an efficient way of managing tasks across platforms, ensuring you never miss anything important. Boost your operational efficiency and focus more on the tasks at hand instead of wasting time on manual data entry.

  1. When this happens...
    ClioClio
    New Task

    Triggers when a new task is created.

    TriggerInstant
  2. automatically do this!
    MorgenMorgen
    Create a Task

    Triggers when a new task is created in Morgen.

    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

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

About Morgen

Morgen is an all-in-one app for your time management

Related categories