Clio + Kixie
Add new Clio activities to Kixie powerlists for streamlined management
Effortlessly stay on top of your client outreach with this Clio and Kixie integration. Whenever a new activity is created in Clio, this workflow adds the necessary contact details to a Powerlist in Kixie. Streamline your process, save time, and ensure you never miss an opportunity to connect with your clients again.
Effortlessly stay on top of your client outreach with this Clio and Kixie integration. Whenever a new activity is created in Clio, this workflow adds the necessary contact details to a Powerlist in Kixie. Streamline your process, save time, and ensure you never miss an opportunity to connect with your clients again.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add to Powerlist
Adds a phone number to a Kixie Powerlist.
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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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