- +2
schedule, airtable, looping, discord
Schedule daily record search in Airtable and send messages to Discord channel
Schedule daily record search in Airtable and send messages to Discord channel
Zaps
Create tasks and notes in Clio when bill status changes
Create tasks and notes in Clio when bill status changes
Manage your payment workflow by tracking bill status changes in Clio. Find matters, create tasks, and add notes to ensure clear communication and efficient follow-up, leading to faster payment processing and improved client relations.
Zap details:
Overview
Manage your payment workflow by tracking bill status changes in Clio. Find matters, create tasks, and add notes to ensure clear communication and efficient follow-up, leading to faster payment processing and improved client relations.