Process Plan + Storage by Zapier + Clio Integrations
How to connect Process Plan + Storage by Zapier + Clio
Zapier lets you send info between Process Plan and Storage by Zapier and Clio automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Process Plan + Storage by Zapier + Clio
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Process Plan, Storage by Zapier, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.
Process TemplateRequired
When This Field Is UpdatedRequired
Try ItProcess TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Canceled (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Try It
Process TemplateRequired
Try ItProcess TemplateRequired
When This Task Is Assigned (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Task Is Completed (No Selection = Any Tasks)
When This Task Response Is Used (No Selection = Any Response)
Try ItProcess TemplateRequired
Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Try It
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How Process Plan + Storage by Zapier + Clio Integrations Work
- Step 1: Authenticate Process Plan, Storage by Zapier, and Clio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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About Storage by Zapier
Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
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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.
