Popular Coda + Clio Workflows
Create Clio contact for new Coda row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Coda row
When Row is created in Coda > Check any condition > Create person contact in Clio
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Coda blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas. It enables you to work faster and smarter, get organized, and focus on what matters.
See Coda 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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