Create OneNote notes for new Clio contacts
Effortlessly manage your contacts and notes with this seamless workflow between Clio and OneNote. When a new contact is added in Clio, a relevant note will be created in a designated section in OneNote. This integration helps you keep track of important client information, streamlining your organization and improving productivity.
Effortlessly manage your contacts and notes with this seamless workflow between Clio and OneNote. When a new contact is added in Clio, a relevant note will be created in a designated section in OneNote. This integration helps you keep track of important client information, streamlining your organization and improving productivity.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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