Clio + Zoho Creator
Create new Clio matter notes from Zoho Creator records
Effortlessly connect your Zoho Creator and Clio apps with this seamless workflow. When a new record is added to your Zoho Creator app, a corresponding matter note will be created in the Clio app. This automation is perfect for staying organized and in sync between the two platforms, saving you time and manual data entry.
Effortlessly connect your Zoho Creator and Clio apps with this seamless workflow. When a new record is added to your Zoho Creator app, a corresponding matter note will be created in the Clio app. This automation is perfect for staying organized and in sync between the two platforms, saving you time and manual data entry.
- When this happens...New Record
Triggers when a new record is added to a certain application and form.
- automatically do this!Create Matter Note
Creates a new matter note.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zoho Creator
Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.
