Create Setmore Appointments for new Clio activities
Stay organized and on top of your schedule with this Clio and Setmore Appointments workflow. Whenever there's a new activity in Clio, a corresponding appointment will be created in Setmore Appointments. This way, you'll always have an up-to-date calendar without any manual input, allowing you to focus on your cases and deliver the best possible service.
Stay organized and on top of your schedule with this Clio and Setmore Appointments workflow. Whenever there's a new activity in Clio, a corresponding appointment will be created in Setmore Appointments. This way, you'll always have an up-to-date calendar without any manual input, allowing you to focus on your cases and deliver the best possible service.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Appointment
Create a new appointment.
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