Create new contact and matter in Clio, and notify via email in Outlook when Gavel workflow completes
Create new contact and matter in Clio, and notify via email in Outlook when Gavel workflow completes
Create new contacts and matters in Clio when your Gavel workflow is completed, and notify relevant parties via Microsoft Outlook. This ensures faster onboarding and keeps everyone informed.
Workflow preview:
Zap details:
Overview
Create new contacts and matters in Clio when your Gavel workflow is completed, and notify relevant parties via Microsoft Outlook. This ensures faster onboarding and keeps everyone informed.