Create integrations between CLG App and TinyEmail to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Status Changed
Triggers when a client status is changed.
Try It - New Client
Triggers when a new client is created.
Try It - New Letter Generated
Triggers when a new letter is generated.
Try It - Update Lead
Triggers when a lead is updated.
Try It
- Delete Lead
Triggers when a lead is deleted.
Try It - New Lead
Triggers when a new lead is created.
Try It - Update Client
Triggers when a client is updated.
Try It - First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Related categories
Related categories