Create matter notes in Clio when Redtail CRM contacts are updated
Keep your legal matters up-to-date with this efficient workflow between Redtail CRM and Clio. Whenever a contact is updated in Redtail CRM, a new matter note will be created in Clio, ensuring that all relevant information is easily accessible. Stay organized and save time by automating this essential process in your law practice.
Keep your legal matters up-to-date with this efficient workflow between Redtail CRM and Clio. Whenever a contact is updated in Redtail CRM, a new matter note will be created in Clio, ensuring that all relevant information is easily accessible. Stay organized and save time by automating this essential process in your law practice.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Matter Note
Creates a new matter note.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It