Popular Aero Workflow + Clio Workflows
When Contact is created in Clio, create Task in Aero Workflow
When Task is created in Clio, create Task in Aero Workflow
When Contact is created in Clio, create Event in Aero Workflow
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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
See Aero Workflow 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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