Clio + Smartsheet
Create Smartsheet rows for new Clio contacts
Efficiently manage your new contacts with this automation between Clio and Smartsheet. When new contacts are added in Clio, it will create a new row in the specified Smartsheet, keeping your contact information organized and easily accessible. Stay on top of communication and save time by streamlining your contact management process.
Efficiently manage your new contacts with this automation between Clio and Smartsheet. When new contacts are added in Clio, it will create a new row in the specified Smartsheet, keeping your contact information organized and easily accessible. Stay on top of communication and save time by streamlining your contact management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
