Clio + Square
Update Square customers when new activities occur in Clio
Keep your customer information up-to-date with this seamless workflow. When new activity occurs in Clio, this automation will update the corresponding customer's details in Square, ensuring you always have the most accurate information on hand. Save time and reduce manual effort with this streamlined process.
Keep your customer information up-to-date with this seamless workflow. When new activity occurs in Clio, this automation will update the corresponding customer's details in Square, ensuring you always have the most accurate information on hand. Save time and reduce manual effort with this streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Customer
Updates a customer.
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
