Create Plecto registrations from new Clio activities
Effortlessly keep track of new activities in Clio by automatically creating new registrations in Plecto. With this workflow, every time a new activity occurs in your Clio account, a corresponding registration will be created in Plecto, ensuring your team stays up-to-date without manual data entry. Manage client details and monitor progress with ease using this seamless integration between Clio and Plecto.
Effortlessly keep track of new activities in Clio by automatically creating new registrations in Plecto. With this workflow, every time a new activity occurs in your Clio account, a corresponding registration will be created in Plecto, ensuring your team stays up-to-date without manual data entry. Manage client details and monitor progress with ease using this seamless integration between Clio and Plecto.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Registration
Creates a new registration.
- Free forever for core features
- 14 day trial for premium features & apps