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Clio + Dialfire

Create or update Dialfire contacts for new Clio activities

Keep your contacts up to date with this efficient automation. When new activities are added in the Clio app, the workflow will create or update contacts in Dialfire accordingly. This ensures you always have the most current information for your contacts, streamlining your communication and outreach efforts.

Keep your contacts up to date with this efficient automation. When new activities are added in the Clio app, the workflow will create or update contacts in Dialfire accordingly. This ensures you always have the most current information for your contacts, streamlining your communication and outreach efforts.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DialfireDialfire
    Create or Update Contact

    Triggers when a contact enters the Zapier Webhook in Dialfire.

    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
clio logo
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
dialfire logo
dialfire logo

About Dialfire

Dialfire is a complete solution for contact centres that includes dialing, campaign management, controlling and statistics.

Related categories