Clio + beeviral
Track new Clio activities and create or update beeviral customers accordingly
Stay up to date with your customer database by seamlessly connecting Clio and beeviral. This workflow activates when there's a new activity in Clio, automatically creating or updating the customer information in beeviral. Save time and improve customer relations with this efficient automation.
Stay up to date with your customer database by seamlessly connecting Clio and beeviral. This workflow activates when there's a new activity in Clio, automatically creating or updating the customer information in beeviral. Save time and improve customer relations with this efficient automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Customer
Create a customer in your campaign ou update data for existing customer
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- 14 day trial for premium features & apps
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout beeviral
beeviral is a referral marketing automation platform.