Create action items in Workboard for newly added Clio activities
Effortlessly manage your tasks and stay organized with this Clio to Workboard workflow. When new activities are created in Clio, corresponding action items will be generated in Workboard, ensuring you never miss important steps in your projects. Save time, eliminate manual work, and streamline your task-tracking process with this easy-to-use automation.
Effortlessly manage your tasks and stay organized with this Clio to Workboard workflow. When new activities are created in Clio, corresponding action items will be generated in Workboard, ensuring you never miss important steps in your projects. Save time, eliminate manual work, and streamline your task-tracking process with this easy-to-use automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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