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Clio + Leadfox

Create or update Leadfox contacts from new Clio activities

Effortlessly keep your contacts up to date with this handy workflow. Whenever there's a new activity in Clio, the automation will create or update the corresponding contact in Leadfox, ensuring your contact information is always current and organized. Say goodbye to manual data entry and focus on growing your business with this seamless integration.

Effortlessly keep your contacts up to date with this handy workflow. Whenever there's a new activity in Clio, the automation will create or update the corresponding contact in Leadfox, ensuring your contact information is always current and organized. Say goodbye to manual data entry and focus on growing your business with this seamless integration.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    LeadfoxLeadfox
    Create/Update Contact

    Creates or updates a Leadfox contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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leadfox logo
leadfox logo

About Leadfox

Leadfox is lead management web software that allows you to increase sales.

Similar apps

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