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Bloom Growth + Clio

Create and update Bloom Growth metrics from new Clio contacts

Effortlessly manage your growth metrics with this workflow that connects Clio to Bloom Growth. Whenever you add a new contact in Clio, their information will be used to update a metric in your Bloom Growth dashboard. Stay on top of your business performance and keep your metrics accurate without any manual work.

Effortlessly manage your growth metrics with this workflow that connects Clio to Bloom Growth. Whenever you add a new contact in Clio, their information will be used to update a metric in your Bloom Growth dashboard. Stay on top of your business performance and keep your metrics accurate without any manual work.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Bloom GrowthBloom Growth
    Update Metric

    Triggers when a Metric is updated

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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bloom-growth logo

About Bloom Growth

Increase productivity and collaboration with prebuilt— and customizable— Weekly Meeting agenda, with easy access to transformational tools for your business plan, quarterly goals and org chart.

Related categories

  • Productivity
clio logo
clio logo

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.
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