Clio + Simplero integrations
Create new Simplero purchases for new Clio contacts
Automate your customer journey by connecting Clio and Simplero. With this workflow, every time a new contact is added in Clio, a purchase will be recorded in Simplero. Streamline your client management process and save time by reducing manual workloads, so you can focus on delivering value to your customers.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Add PurchaseWill be fired whenever a new purchase is made in Simplero.
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More things you can do with Clio and Simplero
Discover other triggers and actions you can use with Clio and Simplero
- 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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Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.
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