Clio + iubenda
Create new iubenda consents for new activities in Clio
Effortlessly manage client consent with this workflow that connects Clio and iubenda. When a new activity occurs in Clio, a new consent record will be created in iubenda, keeping you up to date and organized. Maintain compliance and enhance communication with this seamless integration.
Effortlessly manage client consent with this workflow that connects Clio and iubenda. When a new activity occurs in Clio, a new consent record will be created in iubenda, keeping you up to date and organized. Maintain compliance and enhance communication with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create a New Consent
This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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