Clio + Notion
Create new Notion database items from new matters in Clio
When there's a new matter in Clio, it's crucial to keep your Notion database updated immediately. This workflow ensures that your Clio matters get added to your Notion database the moment they're created. Stay organized and save time by having your information instantly updated without any manual work.
When there's a new matter in Clio, it's crucial to keep your Notion database updated immediately. This workflow ensures that your Clio matters get added to your Notion database the moment they're created. Stay organized and save time by having your information instantly updated without any manual work.
- When this happens...New Matter
Triggers when a new matter is created.
- automatically do this!Create Database Item
Creates an item in a database.
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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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