Clio + Dubsado integrations
Create Dubsado projects for new Clio contacts
Effortlessly streamline your client management process with this Clio and Dubsado automation. When you add a new contact in Clio, a project will be created in Dubsado, ensuring a seamless transition between the two platforms. Save time and stay organized by allowing this workflow to handle your contact and project management tasks with ease.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ProjectCreates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Clio and Dubsado
Discover other triggers and actions you can use with Clio and Dubsado
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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.
Related categories
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
Related categories




