Clio + Roll integrations
Create Roll projects for new Clio contacts
Save time by streamlining your client management process with this efficient workflow. When a new contact is added in Clio, a project will be created in ROLL, ensuring your clients' information is organized and easily accessible. This seamless automation helps you focus on delivering top-notch service to your clients without any hassles.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ProjectTriggers when a new project is created.
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More things you can do with Clio and Roll
Discover other triggers and actions you can use with Clio and Roll
- 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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