Create Vtiger CRM cases for new Clio activities
Efficiently manage your legal cases with this seamless workflow between Clio and Vtiger CRM. When new activities are added in Clio, this automation creates a corresponding case in Vtiger CRM, ensuring your cases are always up-to-date and organized. Save time and effort while enhancing the coordination of your legal team.
Efficiently manage your legal cases with this seamless workflow between Clio and Vtiger CRM. When new activities are added in Clio, this automation creates a corresponding case in Vtiger CRM, ensuring your cases are always up-to-date and organized. Save time and effort while enhancing the coordination of your legal team.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Case
Creates a new Case.
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Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.