Create a new task in Things when a client note is added in Clio

Create new tasks in your Things Inbox when a specific client note is added in Clio. Capture and organize important information efficiently, ensuring nothing slips through the cracks during your workflow.

Create a new task in Things when a client note is added in Clio

Workflow preview:

Zap details:

Overview

Create new tasks in your Things Inbox when a specific client note is added in Clio. Capture and organize important information efficiently, ensuring nothing slips through the cracks during your workflow.

Create a new task in Things when a client note is added in Clio