Apptoto + Clio
Create or update Apptoto contacts from new Clio contacts in real-time
Effortlessly keep your Clio and Apptoto contacts up-to-date with this seamless workflow. When a new contact is added in Clio, this automation will create or update the corresponding contact in your Apptoto account. Save time, reduce manual efforts, and maintain consistent client information across both platforms.
Effortlessly keep your Clio and Apptoto contacts up-to-date with this seamless workflow. When a new contact is added in Clio, this automation will create or update the corresponding contact in your Apptoto account. Save time, reduce manual efforts, and maintain consistent client information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Apptoto
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About Apptoto
For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling
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About 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.
