17hats + Clio
Create Clio expense entries for updated 17hats contacts
Effortlessly keep track of your client expenses with this powerful 17hats and Clio integration. When a contact is updated in 17hats, this workflow instantly creates a new expense entry as an activity in Clio, ensuring your records stay organized and up-to-date. Save time and maintain accurate expense tracking with this seamless automation.
Effortlessly keep track of your client expenses with this powerful 17hats and Clio integration. When a contact is updated in 17hats, this workflow instantly creates a new expense entry as an activity in Clio, ensuring your records stay organized and up-to-date. Save time and maintain accurate expense tracking with this seamless automation.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Expense Entry (Activity)
Creates a new expense entry.
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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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