Clio + Intaker

Create new Clio contacts for every new Intaker call now

Initiate a seamless workflow when a New Call Now occurs in the Intaker app, prompting the creation of a person contact in the Clio app. This process not only saves time in data entry, but also ensures that every phone conversation is promptly followed up with the correct contact details in your Clio account. Enhance your law firm's efficiency with this streamlined process.

Initiate a seamless workflow when a New Call Now occurs in the Intaker app, prompting the creation of a person contact in the Clio app. This process not only saves time in data entry, but also ensures that every phone conversation is promptly followed up with the correct contact details in your Clio account. Enhance your law firm's efficiency with this streamlined process.

  1. When this happens...
    IntakerIntaker
    New Call Now

    Intaker has been updated to now actively transmit data related to any new calls received.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Person Contact

    Creates a person contact.

    ActionWrite
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Supported triggers and actions

    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Polling
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    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    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 more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

  • Dashboards