Send channel messages in Slack for new matter notes in Clio
Enhance your team's communication with this seamless workflow. Whenever a new matter note is added in Clio, it prompts a message to be sent directly to your chosen Slack channel. By making these updates from Clio visible on Slack, your team can stay effortlessly informed about important changes without needing to switch between applications. This automation facilitates immediate sharing of vital information resulting in improved collaboration and productivity.
Enhance your team's communication with this seamless workflow. Whenever a new matter note is added in Clio, it prompts a message to be sent directly to your chosen Slack channel. By making these updates from Clio visible on Slack, your team can stay effortlessly informed about important changes without needing to switch between applications. This automation facilitates immediate sharing of vital information resulting in improved collaboration and productivity.
- When this happens...New Matter Note
Triggers when a new matter note is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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