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Find a User in Clio when New User in Projectmanager
Create Task in Clio when New User in Projectmanager
Update Person Contact in Clio when New User in Projectmanager
Create Matter Note in Clio when New User in Projectmanager
Create Company Contact in Clio when New User in Projectmanager
Create Calendar Entry in Clio when New User in Projectmanager
Create Matter Folder in Clio when New User in Projectmanager
Assign Task Template List in Clio when New User in Projectmanager
Find Matter in Clio when New User in Projectmanager
Update Task in Clio when New User in Projectmanager
Triggered when a new user is added to your account
Triggers when a new project is created
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
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 project
Get details of a specific project.
Get the details of one specific task, you will need to know the task's unique ID
Get all the statuses which can be applied to a project
Gets a list of all the priorities which can be applied to a project
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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