Create Evernote notes from new Clio Manage matters
Apps used in template
About
Every time there is a new matter in Clio Manage, Make will automatically create a new note in Evernote using information received.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
When a Slack message is sent in a specified channel, the scenario checks the Google sheet with addresses. If it’s already there, it does nothing. But if it’s not there, the scenario adds the new email to the list. More information here.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new task in ClickUp. The template uses this example spreadsheet.
Every time a new task is created in ClickUp, Make will automatically add that task's info to a new row in your Google Sheets. The template uses this example spreadsheet.
This template regularly checks for deal updates in Bitrix24 and uses the retrieved information to create rows in Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as the destination for the Bitrix24 deals. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new calendar entry.
Creates a new communication.
Creates a new contact.
Creates a new folder.
Creates a new matter.
Creates a new note.
Creates a new task.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make