Clio + Roofr
Create Roofr jobs and customers from new Clio activities
Effortlessly manage your legal practice and roofing tasks with this seamless workflow. When new activity occurs in Clio, this automation creates a job and customer in Roofr, ensuring up-to-date client information and project details. Stay organized and focus on providing quality service without the hassle of manual data entry.
Effortlessly manage your legal practice and roofing tasks with this seamless workflow. When new activity occurs in Clio, this automation creates a job and customer in Roofr, ensuring up-to-date client information and project details. Stay organized and focus on providing quality service without the hassle of manual data entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.