Create Simplero purchases from new Clio activities
Effortlessly streamline your legal practice and online course management with this Clio and Simplero workflow. When a new activity occurs in Clio, this automation will add a purchase in Simplero, helping you manage client activity and course enrollments seamlessly. Save time and stay organized by connecting your legal management and course hosting platforms.
Effortlessly streamline your legal practice and online course management with this Clio and Simplero workflow. When a new activity occurs in Clio, this automation will add a purchase in Simplero, helping you manage client activity and course enrollments seamlessly. Save time and stay organized by connecting your legal management and course hosting platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Purchase
Will be fired whenever a new purchase is made in Simplero.
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