17hats + Clio
Create matter notes in Clio for updated 17hats contacts
Seamlessly keep your client information up-to-date with this efficient workflow that connects 17hats and Clio. Whenever a contact is updated in 17hats, a new matter note will be created in Clio, ensuring your records are always current. Streamline your legal practice management and spend less time on manual data entry with this simple yet powerful automation.
Seamlessly keep your client information up-to-date with this efficient workflow that connects 17hats and Clio. Whenever a contact is updated in 17hats, a new matter note will be created in Clio, ensuring your records are always current. Streamline your legal practice management and spend less time on manual data entry with this simple yet powerful automation.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Matter Note
Creates a new matter note.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Activity
Triggers when a new activity is created.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Bill
Triggers when a new bill is created.
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