Clio + Cloze
Create todos in Cloze when new activities happen in Clio
Effortlessly manage your tasks between Clio and Cloze using this seamless workflow. When a new activity occurs in Clio, a to-do is created in Cloze, ensuring you stay organized and focused. This integration connects your legal practice management software with your relationship management platform for a simple and effective solution.
Effortlessly manage your tasks between Clio and Cloze using this seamless workflow. When a new activity occurs in Clio, a to-do is created in Cloze, ensuring you stay organized and focused. This integration connects your legal practice management software with your relationship management platform for a simple and effective solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create ToDo
Creates a new ToDo.
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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.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Cloze
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.