Welcome New Clients: Instantly Create a Slack Channel and Dropbox Folder, Plus Notify Your Team

This Zap streamlines client onboarding by creating a dedicated communication channel in Slack and a folder in Dropbox for each new matter in Clio. Your team receives timely notifications, ensuring everyone is aligned and ready to take action, enhancing collaboration and efficiency.

Zap details:

Overview

This Zap streamlines client onboarding by creating a dedicated communication channel in Slack and a folder in Dropbox for each new matter in Clio. Your team receives timely notifications, ensuring everyone is aligned and ready to take action, enhancing collaboration and efficiency.

Welcome New Clients: Instantly Create a Slack Channel and Dropbox Folder, Plus Notify Your Team

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