Popular Teamwork Desk + Clio Workflows
When Contact is created in Clio, create User in Teamwork Desk
Create Clio contact from new Teamwork Desk ticket
Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.
This makes it easy to keep track of your support tickets and contacts in one place.
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Teamwork Desk is a complete support software that makes it easy to handle customer queries. When you are working with multiple teams, this software will help you manage them all from one place.
See Teamwork Desk 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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