Clio + Katana
Create customers in Katana from new activities in Clio
Effortlessly manage your Clio activities and Katana customers with this streamlined workflow. Whenever a new activity is added in Clio, a customer is created in Katana, saving you valuable time and ensuring seamless communication between the two apps. Enhance your organization and stay up-to-date with this smooth integration.
Effortlessly manage your Clio activities and Katana customers with this streamlined workflow. Whenever a new activity is added in Clio, a customer is created in Katana, saving you valuable time and ensuring seamless communication between the two apps. Enhance your organization and stay up-to-date with this smooth integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Customer
Creates a customer.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.