Get Accounts in Domo when New Matter in Clio
Create List in Domo when New Matter in Clio
Update List in Domo when New Matter in Clio
Delete List in Domo when New Matter in Clio
Create Group in Domo when New Matter in Clio
Delete Project from Domo when New Matter in Clio
Create Project in Domo when New Matter in Clio
Update Project in Domo when New Matter in Clio
Get Accounts in Domo when New Activity in Clio
Create List in Domo when New Activity 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 calendar entry.
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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.
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