Using Clio is a great way to organize your law practice, but sometimes you need to keep information like contacts inside another app. Enter Zapier, which can help you seamlessly move data from one app to another without you having to do any manual work yourself. When you create a new matter in Clio, the contact information will automatically be sent over to Google Contacts to create a brand new contact.
How it works
- You create a new matter in Clio
- Zapier automatically creates a contact in Google Contact with that same information
What you'll need
- A Clio account
- A Google account
- A Zapier account
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Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when a contact is created or updated.
Creates a new contact.
Triggers when a group is created.
Adds an existing contact to a group.