Create new Smartsheet sheets from existing ones when new activities occur in Clio
Keep your Clio activities organized and easily accessible by integrating them with Smartsheet using this efficient workflow. When a new activity occurs in Clio, it will be added to a newly generated sheet in Smartsheet based on an existing template, ensuring all relevant information is consolidated and readily available. This automation not only saves you time but also helps maintain accurate and up-to-date records for seamless management.
Keep your Clio activities organized and easily accessible by integrating them with Smartsheet using this efficient workflow. When a new activity occurs in Clio, it will be added to a newly generated sheet in Smartsheet based on an existing template, ensuring all relevant information is consolidated and readily available. This automation not only saves you time but also helps maintain accurate and up-to-date records for seamless management.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!New Sheet From Existing Sheet
Create a new sheet from an existing sheet.
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