Clio + Motion
Create projects in Motion for new Clio contacts
Efficiently manage your new contacts from Clio by automatically creating projects in Motion. With this workflow, every time you add a new contact in Clio, a corresponding project will be set up in Motion. Stay organized and streamline your client onboarding process by connecting your Clio and Motion apps today.
Efficiently manage your new contacts from Clio by automatically creating projects in Motion. With this workflow, every time you add a new contact in Clio, a corresponding project will be set up in Motion. Stay organized and streamline your client onboarding process by connecting your Clio and Motion apps today.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new Motion Project
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.