Clio + Community
Add new Clio contacts as Community members via phone number
Easily connect Clio and Community with this efficient workflow that adds new Contacts from Clio as members to a Community via their phone numbers. This seamless integration helps you expand your Community membership list while ensuring your contacts stay up-to-date, saving you time and streamlining your client management process.
Easily connect Clio and Community with this efficient workflow that adds new Contacts from Clio as members to a Community via their phone numbers. This seamless integration helps you expand your Community membership list while ensuring your contacts stay up-to-date, saving you time and streamlining your client management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Member to a Community via Phone Number
Add Member to a Community via Phone Number
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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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About Community
Community is a platform for SMS with Enterprise-grade power and everyday easy of use. Grow your list, send personalized messages, and enrich your Zero Party Data with ease and trust.