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Clio + Mojo

Add new Clio activities to Mojo as group contacts

Automate your client management process with this Clio to Mojo integration. When a new activity is created in Clio, this workflow will automatically create a contact in a specified group in Mojo. Save time and keep your contact database up to date with this seamless connection between Clio and Mojo.

Automate your client management process with this Clio to Mojo integration. When a new activity is created in Clio, this workflow will automatically create a contact in a specified group in Mojo. Save time and keep your contact database up to date with this seamless connection between Clio and Mojo.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    MojoMojo
    Create Contact in Group

    Create a contact in Mojo and assign to one or more groups.

    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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mojo logo
mojo logo

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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