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Clio + EZLynx

Create EZLynx applicants with opportunities from new Clio activities

Efficiently manage your client intake process with this seamless workflow that connects Clio and EZLynx. Whenever a new activity takes place in Clio, a personal applicant with an opportunity will be created in EZLynx, making sure you never miss a potential client. Stay on top of your workload and streamline your client onboarding process with this time-saving automation.

Efficiently manage your client intake process with this seamless workflow that connects Clio and EZLynx. Whenever a new activity takes place in Clio, a personal applicant with an opportunity will be created in EZLynx, making sure you never miss a potential client. Stay on top of your workload and streamline your client onboarding process with this time-saving automation.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Applicant With Opportunity

    Creates a new personal applicant with opportunity.

    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