Create new record in Zapier Tables from Clio new matter, and filter specific clients
Create new record in Zapier Tables from Clio new matter, and filter specific clients
Create new records in Zapier Tables when a new matter is initiated in Clio, filtering out specific clients to improve data management and ensure only relevant information is captured.
Workflow preview:
Zap details:
Overview
Create new records in Zapier Tables when a new matter is initiated in Clio, filtering out specific clients to improve data management and ensure only relevant information is captured.