Clio + Nextiva
Create Nextiva contacts for new Clio activities
Effortlessly keep track of your client interactions with this time-saving workflow. When a new activity occurs in Clio, this automation will create a new contact in Nextiva for you. Stay organized and maintain an updated contact list, ensuring you never miss a beat in managing your legal practice.
Effortlessly keep track of your client interactions with this time-saving workflow. When a new activity occurs in Clio, this automation will create a new contact in Nextiva for you. Stay organized and maintain an updated contact list, ensuring you never miss a beat in managing your legal practice.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new personal contact.
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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 Nextiva
Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.