Clio + Rocket Referrals
Create or update Rocket Referrals contacts when new Clio activities occur
Effortlessly keep your contact information up to date with this efficient workflow. Whenever there's a new activity in Clio, this automation will either create a new contact or update an existing one in Rocket Referrals. Save time on manual data entry and ensure consistency across your platforms for better client management.
Effortlessly keep your contact information up to date with this efficient workflow. Whenever there's a new activity in Clio, this automation will either create a new contact or update an existing one in Rocket Referrals. Save time on manual data entry and ensure consistency across your platforms for better client management.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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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 Rocket Referrals
Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.