Clio + Workiro
Create Workiro connections for new Clio contacts
Effortlessly keep your contacts organized and connected with this simple workflow. When a new contact is added in Clio, a connection is created for them in Workiro, ensuring your network stays up-to-date. This automation eliminates the need for manual updates, giving you more time to focus on your clients and tasks at hand.
Effortlessly keep your contacts organized and connected with this simple workflow. When a new contact is added in Clio, a connection is created for them in Workiro, ensuring your network stays up-to-date. This automation eliminates the need for manual updates, giving you more time to focus on your clients and tasks at hand.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Person
Creates or updates a person connection in Workiro.
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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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Workiro gives you one place to store, share, and collaborate on your work. Including tasks, projects, documents, and electronic signatures.