Save new Clio contacts and set values in Storage by Zapier
Effortlessly manage new contacts in Clio by utilizing this workflow that stores their information in Storage by Zapier. Once set up, this system will capture and store new contact details from Clio to Storage by Zapier, ensuring your growing network remains organized and easily accessible. Simplify your contact management and reduce manual data entry with this efficient solution.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Set ValueSet a value stored at a defined key.
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More things you can do with Clio and Storage by Zapier
Discover other triggers and actions you can use with Clio and Storage by Zapier
- 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





