Clio + Smartsheet
Create new rows in Smartsheet whenever new tasks appear in Clio
Streamline your task management process with this automation between Clio and Smartsheet. Whenever a new task is created in Clio, this workflow will immediately add a new row to your selected Smartsheet. This way, your team can efficiently monitor and update tasks, improving collaboration and productivity.
Streamline your task management process with this automation between Clio and Smartsheet. Whenever a new task is created in Clio, this workflow will immediately add a new row to your selected Smartsheet. This way, your team can efficiently monitor and update tasks, improving collaboration and productivity.
- When this happens...New Task
Triggers when a new task 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.
