Clio + net2phone

Create net2phone huddle meetings for new Clio contacts

Effortlessly schedule net2phone Huddle Meetings when you add new contacts in Clio with this seamless workflow. Whenever you create a new contact in Clio, this automation will immediately set up a Huddle Meeting in net2phone. Save time and stay organized by easily managing your meetings alongside your growing client list.

Effortlessly schedule net2phone Huddle Meetings when you add new contacts in Clio with this seamless workflow. Whenever you create a new contact in Clio, this automation will immediately set up a Huddle Meeting in net2phone. Save time and stay organized by easily managing your meetings alongside your growing client list.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    net2phonenet2phone
    Create Huddle Meeting

    Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.

    ActionWrite
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Supported triggers and actions

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

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net2phone logo
net2phone logo

About net2phone

net2phone is a leading provider of cloud-based business phone systems and unified communications tools.

Related categories

  • Phone & SMS