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Clio + Productboard

Create Productboard notes for new Clio activities

Effortlessly keep your Productboard notes up to date with this Clio integration. When new activity occurs in Clio, a note will be created in Productboard, ensuring your team stays informed and organized. This workflow helps you stay on top of important updates and streamlines your project management process.

Effortlessly keep your Productboard notes up to date with this Clio integration. When new activity occurs in Clio, a note will be created in Productboard, ensuring your team stays informed and organized. This workflow helps you stay on top of important updates and streamlines your project management process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    ProductboardProductboard
    Create Note

    Triggers when a new note is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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productboard logo
productboard logo

About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.

Related categories