Clio + JobTread

Create JobTread customers from new Clio contacts

Effortlessly manage your contacts between Clio and JobTread with this seamless workflow. Whenever you add a new contact in Clio, a customer will be created in JobTread, ensuring an efficient and organized process. Save time on manual data entry and focus on growing your business with this smooth automation.

Effortlessly manage your contacts between Clio and JobTread with this seamless workflow. Whenever you add a new contact in Clio, a customer will be created in JobTread, ensuring an efficient and organized process. Save time on manual data entry and focus on growing your business with this smooth automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

  • Project Management