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Clio + Kizen Integrations

How to connect Clio + Kizen

Zapier lets you send info between Clio and Kizen automatically—no code required.

When this happens...
ClioClio
Bill State Updated

Triggers when the state of a bill has changed.

automatically do this!
KizenKizen
Add Custom Lead Source to a Contact

Adds a Custom Lead Source to a Contact

Supported triggers and actions

What does this mean?

How Clio + Kizen Integrations Work

  1. Step 1: Authenticate Clio + Kizen.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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)
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About Kizen

Kizen is a sales and marketing tool to collect, organize, and gain actionable insights on data.

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