Clio + Sunsama
Create new tasks in Sunsama for each new task from Clio
Stay organized and increase efficiency by creating a seamless workflow between Clio and Sunsama. When a new task is added in Clio, this setup will create a corresponding task in Sunsama. It helps ensure all tasks are accurately tracked across both platforms, thereby enhancing your productivity.
Stay organized and increase efficiency by creating a seamless workflow between Clio and Sunsama. When a new task is added in Clio, this setup will create a corresponding task in Sunsama. It helps ensure all tasks are accurately tracked across both platforms, thereby enhancing your productivity.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new task in Sunsama.
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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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About Sunsama
Sunsama organizes all your tasks, to-dos, and meetings day-by-day. Manage all the work you need to do today in one place.