Clio + Zoho Projects
Create task lists in Zoho Projects from new activities in Clio
Streamline your project management by connecting Clio and Zoho Projects with this workflow. Whenever a new activity is added in Clio, a task list will be created in Zoho Projects, ensuring all important tasks are organized and accessible in one place. Save time and stay on top of your projects with this efficient automation.
Streamline your project management by connecting Clio and Zoho Projects with this workflow. Whenever a new activity is added in Clio, a task list will be created in Zoho Projects, ensuring all important tasks are organized and accessible in one place. Save time and stay on top of your projects with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task List
Creates a new Task List.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Zoho Projects
Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
