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Clio + Coda

Create and update Coda rows for new Clio contacts

Save time and stay organized by syncing your Clio contacts with Coda. With this workflow, whenever a new contact is added in Clio, a row will be updated or created in Coda. This way, you can easily manage your contacts across applications without manually updating information in multiple places. Keep everything in sync and streamline your contact management process effortlessly.

Save time and stay organized by syncing your Clio contacts with Coda. With this workflow, whenever a new contact is added in Clio, a row will be updated or created in Coda. This way, you can easily manage your contacts across applications without manually updating information in multiple places. Keep everything in sync and streamline your contact management process effortlessly.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CodaCoda
    Upsert Row

    Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.

    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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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

Related categories

  • CRM (Customer Relationship Management)

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coda logo
coda logo

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.

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