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Clio + Intercom

Create Intercom users when new Clio activities occur

Effortlessly keep track of new activities in Clio and create corresponding users in Intercom with this workflow. Once set up, this automation will trigger every time there is a new activity in Clio, and instantly create a new user in Intercom. Streamline your user management, save time, and never miss an opportunity to engage with your clients.

Effortlessly keep track of new activities in Clio and create corresponding users in Intercom with this workflow. Once set up, this automation will trigger every time there is a new activity in Clio, and instantly create a new user in Intercom. Streamline your user management, save time, and never miss an opportunity to engage with your clients.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    IntercomIntercom
    Create User

    Creates a new user in your Intercom app.

    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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intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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