Gavel integration with Clio
How to Create Clio matters when new workflows are completed in Gavel
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Clio matters when new workflows are completed in Gavel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Gavel integrations
Gavel actions
Nekton can use any feature that is available in Gavel API.
Using our advanced AI, you can easily create custom automations for Gavel.
Here are some typical actions you can do in your automated workflows.
Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
Workflow Completed
Triggers when a workflow is completed.
About Gavel
Gavel is a no-code platform for document automation and building expert systems.