Push new Clio bills data into Databox for effortless management
Stay on top of your financial data with this workflow. Whenever a new bill appears in your Clio app, it will push the details directly to Databox. This process streamlines the organization of your billing data, offering a seamless transition of information between your legal management and data visualization software. It's a simple way to keep your financial metrics updated and in sight.
Stay on top of your financial data with this workflow. Whenever a new bill appears in your Clio app, it will push the details directly to Databox. This process streamlines the organization of your billing data, offering a seamless transition of information between your legal management and data visualization software. It's a simple way to keep your financial metrics updated and in sight.
- When this happens...New Bill
Triggers when a new bill is created.
- automatically do this!Push Custom Data
Push any custom data to Databox.
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