Billage + Clio
Create Billage contacts for new Clio activities
Efficiently manage your contacts across platforms with this Clio to Billage automation. When a new activity occurs in Clio, this workflow will create a contact in Billage, ensuring your contact information is up-to-date and easily accessible. Save time and keep your focus on other tasks by simplifying your contact management process.
Efficiently manage your contacts across platforms with this Clio to Billage automation. When a new activity occurs in Clio, this workflow will create a contact in Billage, ensuring your contact information is up-to-date and easily accessible. Save time and keep your focus on other tasks by simplifying your contact management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in an account.
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About Billage
Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.
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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.
