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Clio + Follow Up Boss

Clio + Follow Up Boss

Clio + Follow Up Boss integrations

Create or update Follow Up Boss contacts when new activities occur in Clio

Efficiently manage your contacts by connecting Clio and Follow Up Boss with this seamless workflow. Whenever a new activity occurs in the Clio app, this automation will ensure that the corresponding contact is created or updated within Follow Up Boss, without triggering any action plans. Stay organized and up-to-date without any manual effort.

  1. When this happens...
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  2. automatically do this!
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More things you can do with Clio and Follow Up Boss

Discover other triggers and actions you can use with Clio and Follow Up Boss

  • 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
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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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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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