Clio + Square
Update Square customers when new Clio contacts are created
Streamline your client management process with this efficient workflow. When you add a new contact in Clio, it will instantly update the customer information in Square, ensuring that your client records are always up-to-date. Save time and eliminate manual data entry by automating this crucial task in your business operations.
Streamline your client management process with this efficient workflow. When you add a new contact in Clio, it will instantly update the customer information in Square, ensuring that your client records are always up-to-date. Save time and eliminate manual data entry by automating this crucial task in your business operations.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Customer
Updates a customer.
- 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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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.
