Accelo + Clio
Create or update Accelo contacts for new Clio activities
Stay organized and efficient by connecting your Clio and Accelo apps with this seamless workflow. Whenever there's a new activity in Clio, this automation will create or update the contact in Accelo. Save time and ensure your contact information is always up-to-date without manual effort.
Stay organized and efficient by connecting your Clio and Accelo apps with this seamless workflow. Whenever there's a new activity in Clio, this automation will create or update the contact in Accelo. Save time and ensure your contact information is always up-to-date without manual effort.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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About Accelo
Accelo manages all your client work in one place, making your business more profitable and you less stressed.
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Project ManagementAbout Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
