Create transactions in Sprout for new Clio activities
Effortlessly manage your transactions whenever new activities occur in Clio with this seamless workflow. Once set up, each time a new activity is added in Clio, a corresponding transaction will be created in your Sprout app, ensuring your financial records remain up-to-date and organized. Simplify your processes and keep on top of your business finances with this efficient automation.
Effortlessly manage your transactions whenever new activities occur in Clio with this seamless workflow. Once set up, each time a new activity is added in Clio, a corresponding transaction will be created in your Sprout app, ensuring your financial records remain up-to-date and organized. Simplify your processes and keep on top of your business finances with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Transaction
Creates a transaction.
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