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Bloom Growth + Clio

Update Bloom Growth metrics for new Clio contacts

Keep your Bloom Growth metrics up-to-date with new contacts from Clio seamlessly. This workflow initiates whenever a new contact is added in Clio, updating the current metric in Bloom Growth accordingly. Save time and maintain accurate data with this efficient automation.

Keep your Bloom Growth metrics up-to-date with new contacts from Clio seamlessly. This workflow initiates whenever a new contact is added in Clio, updating the current metric in Bloom Growth accordingly. Save time and maintain accurate data with this efficient automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

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

    Update the metric for the current week

    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.
Learn moreHelp

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