Edit Invoice in Daftra when New Matter in Clio
Delete Supplier from Daftra when New Matter in Clio
Add Invoice Payment to Daftra when New Matter in Clio
Edit Invoice Payment in Daftra when New Matter in Clio
Delete Estimate from Daftra when New Matter in Clio
Add Expense to Daftra when New Matter in Clio
Delete an Invoice in Daftra when New Matter in Clio
Delete Invoice Payment from Daftra when New Matter in Clio
Edit Product in Daftra when New Matter in Clio
Add Supplier to Daftra when New Matter in Clio
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when the state of bill has changed
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new folder in a matter.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreDaftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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