Create ShareFile client users for new Clio activities
Stay on top of your legal client information by automatically creating a user in ShareFile whenever there's a new activity in Clio. This workflow streamlines your client management process, ensuring that essential information is available in ShareFile as soon as it's added to Clio without manual intervention. Say goodbye to duplicate data entry and save valuable time for you and your team.
Stay on top of your legal client information by automatically creating a user in ShareFile whenever there's a new activity in Clio. This workflow streamlines your client management process, ensuring that essential information is available in ShareFile as soon as it's added to Clio without manual intervention. Say goodbye to duplicate data entry and save valuable time for you and your team.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
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