Clio + Moxo
Create new Clio person contacts from updated flows in Moxo
Stay on top of your contacts list in Clio as updates happen in Moxo. With this workflow, when updates happen in Moxo, it turns those updates into new person contacts in the Clio app. Maintaining an updated contacts list in your legal practice management software has never been easier.
Stay on top of your contacts list in Clio as updates happen in Moxo. With this workflow, when updates happen in Moxo, it turns those updates into new person contacts in the Clio app. Maintaining an updated contacts list in your legal practice management software has never been easier.
- When this happens...Flow Updates
Triggers when a flow or any of its steps is started, completed, or due_date_arrive.
- automatically do this!Create Person Contact
Creates a person contact.
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Flow Button Clicked
Trigger when a button is clicked in an Approval/Acknowledgement/File Request/To-Do flow step.
Try ItTrigger Identifier
Try ItSpecify the way to locate Flow WorkspaceRequired
Whether to use Content Library Template?
Step Reference ID
Is it to add step to the end of flow?
Step Description
Due in Days
Assignee EmailRequired
Allow parallel processing for multiple assignees, whose order is upon the sequence in the array of Assignee Email
When allow parallel processing for multiple assignees, the completion type to complete the process. By default, it is All Assignees
Step Reference IDRequired
Reference ID
Pre-configured Payload Info
Try ItXero Purchase Order Completed
Trigger when a Xero Purchase Order is approved or declined in Moxo.
Try ItInvite Explain
Conversation IDRequired
Member EmailRequired
Create New Relationship?Required
Client First NameRequired
Client Last NameRequired
Client EmailRequired
Display User ID
Rm Explain
Account ManagersRequired
