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Clio + GoodDay.work

Organize new Clio contacts by creating folders in GoodDay.work

Organize your client information seamlessly with this workflow between Clio and GoodDay.work. Whenever you add a new contact in Clio, a folder will be created in GoodDay.work, ensuring your client files stay organized and easily accessible. Simplify your client management process and save time with this convenient automation.

Organize your client information seamlessly with this workflow between Clio and GoodDay.work. Whenever you add a new contact in Clio, a folder will be created in GoodDay.work, ensuring your client files stay organized and easily accessible. Simplify your client management process and save time with this convenient automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    GoodDay.workGoodDay.work
    Create Folder

    Create a Folder

    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
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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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Zapier Interfaces

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

About GoodDay.work

GoodDay is a modern work management platform that brings together the best tools for high-level planning, project and product management, task organization and productivity growth based on transparency, agility, and motivation.

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