Clio + Sendoso integrations
Create egifts in Sendoso for new contacts in Clio
Easily nurture new relationships with your clients by sending them a thoughtful gift. When you add a new contact in Clio, this automation sends them an eGift through Sendoso, ensuring that you make a great first impression. Save time and enhance your client engagement with this seamless workflow.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Send an eGiftSend an eGift from your Sendoso account.
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More things you can do with Clio and Sendoso
Discover other triggers and actions you can use with Clio and Sendoso
- 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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