Airtable + Clio
Create or update Airtable records when new contacts are added in Clio
When a new contact is added in Clio, streamline your workflow by creating or updating a corresponding record in Airtable. This automation saves time spent on manual data entry, ensuring your records are always up-to-date and allowing you to focus more on nurturing your new contacts.
When a new contact is added in Clio, streamline your workflow by creating or updating a corresponding record in Airtable. This automation saves time spent on manual data entry, ensuring your records are always up-to-date and allowing you to focus more on nurturing your new contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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SpreadsheetsAbout 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.
