Clio + SalesClue
Create SalesClue file share links for new Clio activities
Easily streamline your document management process with this automated workflow. When a new activity occurs in Clio, a file share link will be created in SalesClue, ensuring quick access and organization for your team. Focus on more important tasks while this integration efficiently handles document sharing for you.
Easily streamline your document management process with this automated workflow. When a new activity occurs in Clio, a file share link will be created in SalesClue, ensuring quick access and organization for your team. Focus on more important tasks while this integration efficiently handles document sharing for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create File Share Link
Creates a FileShareLink
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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.
