Automatically send pulseM pulsechecks for new Clio activities
Stay on top of your tasks and team progress with this automation between Clio and pulseM. Whenever a new activity occurs in Clio, this workflow will result in sending a pulseCheck in the pulseM app, helping you monitor work updates and ensure timely completion of projects. Improve communication and task tracking for better team efficiency.
Stay on top of your tasks and team progress with this automation between Clio and pulseM. Whenever a new activity occurs in Clio, this workflow will result in sending a pulseCheck in the pulseM app, helping you monitor work updates and ensure timely completion of projects. Improve communication and task tracking for better team efficiency.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
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