Popular Stackby + Clio Workflows
Create Clio contact for new Stackby row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Stackby row
When Row is created in Stackby > Check any condition > Create person contact in Clio
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Stackby is a flexible collaboration platform that you can use to make data-driven decisions with your team, automate repetitive tasks and access applications and services using API calls.
See Stackby 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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