Create or Update Subscriber in Drip when New Matter in Clio
Create or Update Subscriber in Drip when New Activity in Clio
Create or Update Subscriber in Drip when Bill State Updated in Clio
Create or Update Subscriber in Drip when New Bill in Clio
Create or Update Subscriber in Drip when New Calender Entry in Clio
Create or Update Subscriber in Drip when New Communication in Clio
Create or Update Subscriber in Drip when New Contact in Clio
Create or Update Subscriber in Drip when New Document in Clio
Create or Update Subscriber in Drip when Matter Status Updated in Clio
Create or Update Subscriber in Drip when New Task 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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