Popular Smartsheet + Clio Workflows
Create Clio contact for new Smartsheet row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Smartsheet row
When Row is added in Smartsheet > Check any condition > Create person contact in Clio
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Smartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.
See Smartsheet IntegrationsClio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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