Clio + Process Plan
Initiate new processes in Process Plan for new contacts in Clio
Efficiently manage new contacts in Clio with this automated workflow that initiates a new process in Process Plan each time a contact is added. Keep your contact information organized and ensure timely actions while minimizing manual work and staying on top of tasks and processes.
Efficiently manage new contacts in Clio with this automated workflow that initiates a new process in Process Plan each time a contact is added. Keep your contact information organized and ensure timely actions while minimizing manual work and staying on top of tasks and processes.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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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 Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
