Create client folder, notify team, and set up project in Clio, Dropbox, Slack, and Teamwork
Create client folder, notify team, and set up project in Clio, Dropbox, Slack, and Teamwork
Create a new client folder in Dropbox, notify your team via Slack, and set up a project in Teamwork when a new matter is initiated in Clio. This accelerates client onboarding and enhances team collaboration.
Workflow preview:
Zap details:
Overview
Create a new client folder in Dropbox, notify your team via Slack, and set up a project in Teamwork when a new matter is initiated in Clio. This accelerates client onboarding and enhances team collaboration.