Skip to content

Create to-do item in Things for relevant client calls from Clio communications

Create to-do items in Things for client calls when new communications are logged in Clio. Filter to ensure only relevant calls are tracked, enhancing your task management and improving follow-up efficiency.

Create to-do item in Things for relevant client calls from Clio communications

Workflow preview:

Zap details:

Overview

Create to-do items in Things for client calls when new communications are logged in Clio. Filter to ensure only relevant calls are tracked, enhancing your task management and improving follow-up efficiency.

Create to-do item in Things for relevant client calls from Clio communications