Create OneNote notes for new Clio contacts
Effortlessly keep track of new contacts in your legal practice with this Clio-OneNote integration. When a new contact is added in Clio, a note will be created in OneNote with their information. Stay organized and efficient by having all the essential details in one place, making it easier to manage your clients and cases.
Effortlessly keep track of new contacts in your legal practice with this Clio-OneNote integration. When a new contact is added in Clio, a note will be created in OneNote with their information. Stay organized and efficient by having all the essential details in one place, making it easier to manage your clients and cases.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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