Clio + Quo

Create or update Quo contacts from new Clio activities

Stay organized and efficient with this workflow that connects your Clio and Quo apps. When new activity occurs in Clio, this automation creates or updates a contact in Quo, ensuring your important contacts are always up-to-date. Save time and reduce manual work by streamlining your contact management between these two platforms.

Stay organized and efficient with this workflow that connects your Clio and Quo apps. When new activity occurs in Clio, this automation creates or updates a contact in Quo, ensuring your important contacts are always up-to-date. Save time and reduce manual work by streamlining your contact management between these two platforms.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Create or Update Contact

    Creates a contact or updates an existing contact.

    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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Zapier Interfaces integrationsZapier Interfaces integrations

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quo logo
quo logo

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS