Clio + SoTellUs integrations
Create SoTellUs review invites for new Clio activities
Effortlessly gather valuable client feedback with this Clio and SoTellUs workflow. Whenever a new activity occurs in your Clio app, an invitation to submit a review is sent through SoTellUs, streamlining the process and saving time. Enhance your online reputation and client relationships by staying updated on their experiences and insights.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create Invite to ReviewCreate a new Invitation to Review
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More things you can do with Clio and SoTellUs
Discover other triggers and actions you can use with Clio and SoTellUs
- 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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SoTellUs is a video review platform which allows you to collect reviews from anywhere online.
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