Clio + Epos Now
Create Epos Now customers from new Clio activities
Effortlessly maintain your customer database with this workflow that connects Clio and Epos Now. When there's new activity in Clio, this automation adds a new customer to Epos Now, ensuring you never miss out on valuable client information. Save time and stay organized by streamlining your customer management process.
Effortlessly maintain your customer database with this workflow that connects Clio and Epos Now. When there's new activity in Clio, this automation adds a new customer to Epos Now, ensuring you never miss out on valuable client information. Save time and stay organized by streamlining your customer management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add a New Customer
Adds a new customer.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Epos Now
Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.
