Create new OneDrive text files for every new Clio activity
Effortlessly track new activities in Clio and maintain organized records in OneDrive with this powerful workflow. Once set up, each new activity logged in Clio will trigger the creation of a new text file in OneDrive, streamlining your documentation process and saving you valuable time. Stay on top of legal tasks and let automation handle your data management needs.
Effortlessly track new activities in Clio and maintain organized records in OneDrive with this powerful workflow. Once set up, each new activity logged in Clio will trigger the creation of a new text file in OneDrive, streamlining your documentation process and saving you valuable time. Stay on top of legal tasks and let automation handle your data management needs.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Text File
Creates a brand new text file from plain text content you specify.
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