Create drafts in Zoho Mail from new activities in Clio
Stay on top of your legal activities and ensure prompt client communication with this efficient workflow. When a new activity occurs in your Clio account, it generates a draft email in Zoho Mail for you to review and send. This automation saves time and helps you quickly address client concerns without manually checking for updates, allowing you to maintain seamless communication and avoid missed opportunities.
Stay on top of your legal activities and ensure prompt client communication with this efficient workflow. When a new activity occurs in your Clio account, it generates a draft email in Zoho Mail for you to review and send. This automation saves time and helps you quickly address client concerns without manually checking for updates, allowing you to maintain seamless communication and avoid missed opportunities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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