Clio + Kixie integrations
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.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add to PowerlistAdds a phone number to a Kixie Powerlist.
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More things you can do with Clio and Kixie
Discover other triggers and actions you can use with Clio and Kixie
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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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