Create tasks in Todoist when matter statuses are updated in Clio
Stay organized and on top of your legal cases with this efficient workflow. Whenever a case matter status is updated in Clio, a new task is instantly created in Todoist. This way, you never miss tracking important updates, ensuring all tasks are attended to in a timely manner. Simplify your task management and ensure efficient handling of your legal matters with this automation.
Stay organized and on top of your legal cases with this efficient workflow. Whenever a case matter status is updated in Clio, a new task is instantly created in Todoist. This way, you never miss tracking important updates, ensuring all tasks are attended to in a timely manner. Simplify your task management and ensure efficient handling of your legal matters with this automation.
- When this happens...Matter Status Updated
Triggers when the status of a matter has changed.
- automatically do this!Create Task
Creates a new task.
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