Create rows in Smartsheet for new activities in Clio
Effortlessly keep track of your legal activities by connecting Clio and Smartsheet with this seamless workflow. When a new activity is created in Clio, this automation sends the details to Smartsheet, adding a new row with all the pertinent information. Save time and stay organized, ensuring all data is easily accessible and up-to-date in a simple and streamlined process.
Effortlessly keep track of your legal activities by connecting Clio and Smartsheet with this seamless workflow. When a new activity is created in Clio, this automation sends the details to Smartsheet, adding a new row with all the pertinent information. Save time and stay organized, ensuring all data is easily accessible and up-to-date in a simple and streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Row
Send a row via email.
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