Populate Airtable with client information from Clio when a new matter is created
Populate Airtable with client information from Clio when a new matter is created
Create a new record in Airtable when a new matter is added in Clio. Populate client information and details for faster onboarding and improved data accuracy.
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Overview
Create a new record in Airtable when a new matter is added in Clio. Populate client information and details for faster onboarding and improved data accuracy.