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.

Create new contact and matter in Clio, and notify via email in Outlook when Gavel workflow completes

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.

Create new contact and matter in Clio, and notify via email in Outlook when Gavel workflow completes