Find a User in Clio when New Task in Flow
Create Task in Clio when New Task in Flow
Update Person Contact in Clio when New Task in Flow
Create Matter Note in Clio when New Task in Flow
Create Company Contact in Clio when New Task in Flow
Create Matter Folder in Clio when New Task in Flow
Update Task in Clio when New Task in Flow
Create Person Contact in Clio when New Task in Flow
Update Company Contact in Clio when New Task in Flow
Create Communication in Clio when New Task in Flow
Triggers when a new task is created in GetFlow.
Triggers when a task is marked as completed in GetFlow.
Triggers when a new project is added.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when the state of bill has changed
Creates a new task in GetFlow Account.
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
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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.
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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