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Clio + EZLynx

Create personal prospects in EZLynx from new activities in Clio

Effortlessly manage your legal and insurance prospecting with this seamless workflow. When new activities occur in your Clio app, it will create personal prospects in the EZLynx app, keeping all your important information updated and organized. This powerful automation streamlines your processes, saving you time to focus on essential tasks and enhance your client interactions.

Effortlessly manage your legal and insurance prospecting with this seamless workflow. When new activities occur in your Clio app, it will create personal prospects in the EZLynx app, keeping all your important information updated and organized. This powerful automation streamlines your processes, saving you time to focus on essential tasks and enhance your client interactions.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Prospect

    Creates a new personal prospect.

    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

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)

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ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Related categories

Similar apps

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