Create new PriceHubble dossiers for updated Clio activities
Stay on top of your client activities by instantly creating a new dossier in PriceHubble whenever there's a new activity in your Clio app. This seamless workflow connects Clio with PriceHubble and ensures that you always have the most up-to-date information at your fingertips. Enhance your client and property management by automating the dossier creation process and keeping your data organized and accurate.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Dossier CreationCreates a PriceHubble Dossier
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More things you can do with Clio and PriceHubble
Discover other triggers and actions you can use with Clio and PriceHubble
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant




