Clio + Sierra Interactive
Create action plans in Sierra Interactive for new Clio contacts
Effortlessly manage your contacts between Clio and Sierra Interactive with this seamless workflow. Whenever a new contact is added in Clio, it will apply a traditional action plan to the contact in Sierra Interactive. Save time and ensure consistent follow-up processes for all your contacts by automating this task.
Effortlessly manage your contacts between Clio and Sierra Interactive with this seamless workflow. Whenever a new contact is added in Clio, it will apply a traditional action plan to the contact in Sierra Interactive. Save time and ensure consistent follow-up processes for all your contacts by automating this task.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Apply Traditional Action Plan
Apply a Traditional Action Plan.
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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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About Sierra Interactive
Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.