Capsule CRM + Clio
Create tasks in Capsule CRM for new contacts in Clio
Effortlessly manage your contacts and tasks with this Clio to Capsule CRM workflow. Whenever you add a new contact in Clio, a corresponding task will be created in Capsule CRM, ensuring you stay organized and up-to-date with all your client needs. Simplify your process and save time with this seamless automation.
Effortlessly manage your contacts and tasks with this Clio to Capsule CRM workflow. Whenever you add a new contact in Clio, a corresponding task will be created in Capsule CRM, ensuring you stay organized and up-to-date with all your client needs. Simplify your process and save time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Creates a new Task.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)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.
