Clio + Referral Rock integrations
Update Referral Rock referrals when new activities occur in Clio
Effortlessly keep track of client referrals with this seamless Clio and Referral Rock integration. When new activity occurs in Clio, your client's referral status will be updated in Referral Rock, ensuring that you're always up-to-date with referral information. This streamlined workflow saves time and helps your law firm stay organized and focused on client success.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Update ReferralUpdate a referral.
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More things you can do with Clio and Referral Rock
Discover other triggers and actions you can use with Clio and Referral Rock
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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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Referral Rock helps businesses to design, track and manage referral programs.
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