Clio + Simplero
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.
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 Contact
Triggers when a new contact is created.
- automatically do this!Add Purchase
Will be fired whenever a new purchase is made in Simplero.
- Free forever for core features
- 14 day trial for premium features & apps
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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