Clio + Questmate

Create and assign Questmate quest runs from new Clio calendar entries

Optimize your workflow and save time with this automation that seamlessly connects your Clio and Questmate apps. When a new calendar entry is added in Clio, a quest run will be created and assigned in Questmate. This streamlines your task scheduling process, ensuring you never miss out on any action item in Questmate tied to your Clio calendar events.

Optimize your workflow and save time with this automation that seamlessly connects your Clio and Questmate apps. When a new calendar entry is added in Clio, a quest run will be created and assigned in Questmate. This streamlines your task scheduling process, ensuring you never miss out on any action item in Questmate tied to your Clio calendar events.

  1. When this happens...
    ClioClio
    New Calendar Entry

    Triggers when a new calendar entry is created.

    TriggerInstant
  2. automatically do this!
    QuestmateQuestmate
    Create & Assign Quest Run

    Creates and assigns a new Quest Run to a User

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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questmate logo
questmate logo

About Questmate

Questmate is an app for managing and sharing recurring tasks, like daily routines or business processes.

Related categories

  • Productivity