Clio + Ontraport
Create matter notes in Clio for new Ontraport contacts
Effortlessly maintain organized legal records with this efficient workflow. When you add a new contact in Ontraport, a corresponding matter note will be created in Clio, ensuring you never miss important details on your cases. Stay organized and save time with this seamless integration between Ontraport and Clio.
Effortlessly maintain organized legal records with this efficient workflow. When you add a new contact in Ontraport, a corresponding matter note will be created in Clio, ensuring you never miss important details on your cases. Stay organized and save time with this seamless integration between Ontraport and Clio.
- When this happens...New Contact
Triggers when a new contact is added to Ontraport.
- automatically do this!Create Matter Note
Creates a new matter note.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
