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How Zapier works
Zapier makes it easy to integrate FlashInfo with Clio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact Unlocked" from FlashInfo.
Add your action
An action happens after the trigger—such as "Assign Task Template List" in Clio.
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Zapier seamlessly connects FlashInfo and Clio, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact Unlocked
Triggers when a new contact is unlocked.
Try ItTriggerInstant - 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
- EmailRequired
ActionSearch- 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