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Email Templates
Automate Clio Task and Calendar Management from Outlook
When
Clio
Instant Trigger
Do
Find Matter
IF
Find Matter id exists
Add Step
Continue from here
Create Task
Create Calendar Entry
Send Email
View Template
Automate Event Registration & Tracking
When
ActiveCampaign
Instant Trigger
Do
Add a registrant to a meeting
Add Multiple Rows
View Template
Automate Lead Creation in SangamCRM from Typeform Submissions
When
Typeform
Instant Trigger
Do
Create a new lead
Send Mail
View Template
Automate Welcome Emails for New Subscribers
When
Mini Course Generator
Instant Trigger
Do
Add New Row
Send Mail
View Template
Automate Legal Task and Calendar Management in Clio
When
Clio
Instant Trigger
Do
Find Matter
IF
find matter then create task
Add Step
Continue from here
Create Task
Create Calendar Entry
Send Email
View Template
Automate Post-Interview Feedback Reminders
When
This cron expression schedules a job to run daily at 10:00 AM.
Do
IF
feedback submitted is true
Add Step
feedback submitted not true
IF
slack id empty
Send Mail
Add Step
slack id not null or empty
Send Direct Message
Add Step
Continue from here
Update Spreadsheet Row
Add Step
Continue from here
View Template
Automate New Contact Creation and Confirmation Email with Brevo & Gmail
When
MailChimp
Instant Trigger
Do
Create New Contact
Send Mail
View Template