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Clio + Hoops

Add new Clio contacts as Hoops customers

Effortlessly manage your contacts and customers with this convenient Clio-Hoops integration. As soon as a new contact is added in Clio, this workflow will instantly create a customer in Hoops, streamlining your data management process. Save time and stay organized with this seamless automation between your legal and business platforms.

Effortlessly manage your contacts and customers with this convenient Clio-Hoops integration. As soon as a new contact is added in Clio, this workflow will instantly create a customer in Hoops, streamlining your data management process. Save time and stay organized with this seamless automation between your legal and business platforms.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    HoopsHoops
    Create Customer

    Triggers when a Customer is created.

    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
clio logo
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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hoops-crm logo
hoops-crm logo

About Hoops

Hoops is powerful software that streamlines the management and workflow of printing and promotional product businesses.

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