Clio + Square
Create new Square customers from Clio contacts automatically
Easily manage and streamline your client onboarding process with this Clio-Square integration. When a new contact is added in Clio, a customer will be created in Square, saving you time and ensuring your client information is consistent across both platforms. Enhance your law firm's efficiency with this simple, yet powerful workflow.
Easily manage and streamline your client onboarding process with this Clio-Square integration. When a new contact is added in Clio, a customer will be created in Square, saving you time and ensuring your client information is consistent across both platforms. Enhance your law firm's efficiency with this simple, yet powerful workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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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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