Create Samdock requests from new Clio activities for efficient case management
Stay organized and efficient with this Clio and Samdock integration. When a new activity is added in Clio, this workflow creates a corresponding request in Samdock, ensuring you always have the latest information at your fingertips. Streamline your communication and save time on manual data entry with this seamless connection between your legal practice management and customer service platforms.
Stay organized and efficient with this Clio and Samdock integration. When a new activity is added in Clio, this workflow creates a corresponding request in Samdock, ensuring you always have the latest information at your fingertips. Streamline your communication and save time on manual data entry with this seamless connection between your legal practice management and customer service platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Request
This action creates a 'Request' in Samdock.
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