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Clio + LEADGODS

Create payments in LEADGODS for new contacts in Clio

Streamline your client management process with this Clio and LEADGODS integration. When a new contact is added in Clio, this workflow automatically creates a contact in LEADGODS, ensuring accurate and consistent information across both platforms. Save time and enhance your client onboarding experience with this efficient automation.

Streamline your client management process with this Clio and LEADGODS integration. When a new contact is added in Clio, this workflow automatically creates a contact in LEADGODS, ensuring accurate and consistent information across both platforms. Save time and enhance your client onboarding experience with this efficient automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    LEADGODSLEADGODS
    Create Payment

    Creates a Payment

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
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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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Related categories

  • CRM (Customer Relationship Management)

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About LEADGODS

Empower your digital journey with LEADGODS: offering courses, events, mentorship, digital products, webinars, landing pages, and seamless payments.

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