Clio + Process Plan
Initiate new Process Plan processes for every new Clio activity
Effortlessly manage your tasks with this Clio and Process Plan integration. Whenever a new activity is created in Clio, this workflow will start a new process in Process Plan, helping you stay organized and boost productivity. Streamline your work process and ensure consistent execution with this seamless automation.
Effortlessly manage your tasks with this Clio and Process Plan integration. Whenever a new activity is created in Clio, this workflow will start a new process in Process Plan, helping you stay organized and boost productivity. Streamline your work process and ensure consistent execution with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
