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Clio + REsimpli 3.0

Create new REsimpli 3.0 buyers from new Clio contacts

Effortlessly manage your new contacts in Clio and streamline your real estate operations with this automation. Once you add a new contact in Clio, this workflow will create a buyer in REsimpli 3.0, keeping your real estate database up-to-date. Save time and stay organized by connecting Clio and REsimpli 3.0 with this efficient solution.

Effortlessly manage your new contacts in Clio and streamline your real estate operations with this automation. Once you add a new contact in Clio, this workflow will create a buyer in REsimpli 3.0, keeping your real estate database up-to-date. Save time and stay organized by connecting Clio and REsimpli 3.0 with this efficient solution.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    REsimpli 3.0REsimpli 3.0
    Create Buyer(Beta)

    Creates a new Buyer/Agents.

    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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resimpli-1 logo
resimpli-1 logo

About REsimpli 3.0

REsimpli is simple real estate investment software that requires NO customization. It empowers you with real-time data to help you make better decisions which means higher net profit.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier