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Clio + Nimble

Create tasks in Nimble for new Clio contacts

Effortlessly manage your contacts by integrating Clio and Nimble in this workflow. When a new contact is added in Clio, a task is automatically created in Nimble, simplifying the process of organizing and tracking connections. Boost your productivity and ensure no important contacts are overlooked with this seamless automation.

Effortlessly manage your contacts by integrating Clio and Nimble in this workflow. When a new contact is added in Clio, a task is automatically created in Nimble, simplifying the process of organizing and tracking connections. Boost your productivity and ensure no important contacts are overlooked with this seamless automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    NimbleNimble
    Create Task

    Create a new task.

    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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nimble logo
nimble logo

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

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