Send an Email via YCloud when New Matter in Clio
Send an Email via YCloud when New Activity in Clio
Send an Email via YCloud when Bill State Updated in Clio
Send an Email via YCloud when New Bill in Clio
Send an Email via YCloud when New Calender Entry in Clio
Send an Email via YCloud when New Communication in Clio
Send an Email via YCloud when New Contact in Clio
Send an Email via YCloud when New Document in Clio
Send an Email via YCloud when Matter Status Updated in Clio
Send an Email via YCloud 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
Send an email to the customers
Find a user by name
Creates a new matter note.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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.
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More