Send emails in SendGrid for new activities in Clio
Stay on top of new activities in Clio and ensure prompt communication with this workflow. When a new activity occurs in Clio, an email will be sent via SendGrid, keeping you and your team informed and up-to-date. Enhance your law practice management and maintain client relationships through seamless communication.
Stay on top of new activities in Clio and ensure prompt communication with this workflow. When a new activity occurs in Clio, an email will be sent via SendGrid, keeping you and your team informed and up-to-date. Enhance your law practice management and maintain client relationships through seamless communication.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Email
Send an email to one or more recipients.
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