Create passes in Engage by Cell Pass for new contacts in Clio
Effortlessly create and manage your client list by connecting Clio to Engage by Cell Pass. With this automation, whenever a new contact is added in Clio, a pass will be generated in Engage by Cell Pass, keeping your client information organized and easily accessible. Streamline your law practice and focus on providing exceptional legal services while this simple and seamless workflow takes care of the details.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Generate PassGenerate a Pass
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More things you can do with Clio and Engage by Cell - Digital Wallet
Discover other triggers and actions you can use with Clio and Engage by Cell - Digital Wallet
- 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




