Clio + Smartsheet
Add new Clio calendar entries to Smartsheet as rows
Ensure your team is always up-to-date with recent tasks by setting up this automation. With this workflow, each new entry you make in the Clio calendar will create a new row in Smartsheet, keeping your projects organized. Stay on top of your tasks with this streamlined process.
Ensure your team is always up-to-date with recent tasks by setting up this automation. With this workflow, each new entry you make in the Clio calendar will create a new row in Smartsheet, keeping your projects organized. Stay on top of your tasks with this streamlined process.
- When this happens...New Calendar Entry
Triggers when a new calendar entry 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.
