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7+ Email Templates

Automate Clio Task and Calendar Management from Outlook

trigger
app icon
When
Default app icon
Clio
Instant Trigger
Do
Workflow step icon
Find Matter
IF
    • Find Matter id exists
      Add Step
Continue from here
Workflow step icon
Create Task
Workflow step icon
Create Calendar Entry
Workflow step icon
Send Email
View Template

Automate Event Registration & Tracking

trigger
app icon
app icon
When
Default app icon
ActiveCampaign
Instant Trigger
Do
Workflow step icon
Add a registrant to a meeting
Workflow step icon
Add Multiple Rows
View Template

Automate Lead Creation in SangamCRM from Typeform Submissions

trigger
app icon
app icon
When
Default app icon
Typeform
Instant Trigger
Do
Workflow step icon
Create a new lead
Workflow step icon
Send Mail
View Template

Automate Welcome Emails for New Subscribers

trigger
app icon
app icon
When
Default app icon
Mini Course Generator
Instant Trigger
Do
Workflow step icon
Add New Row
Workflow step icon
Send Mail
View Template

Automate Legal Task and Calendar Management in Clio

trigger
app icon
When
Default app icon
Clio
Instant Trigger
Do
Workflow step icon
Find Matter
IF
    • find matter then create task
      Add Step
Continue from here
Workflow step icon
Create Task
Workflow step icon
Create Calendar Entry
Workflow step icon
Send Email
View Template

Automate Post-Interview Feedback Reminders

app icon
app icon
app icon
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
          Workflow step icon
          Send Mail
          Add Step
        • slack id not null or empty
          Workflow step icon
          Send Direct Message
          Add Step
      Continue from here
      Workflow step icon
      Update Spreadsheet Row
      Add Step
Continue from here
View Template

Automate New Contact Creation and Confirmation Email with Brevo & Gmail

trigger
app icon
app icon
When
Default app icon
MailChimp
Instant Trigger
Do
Workflow step icon
Create New Contact
Workflow step icon
Send Mail
View Template

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