Clio + Streak
Create new Streak boxes for new Clio contacts
Organize your client management more efficiently with this Clio to Streak automation. Whenever you add a new contact in Clio, a new box will be created in Streak, allowing you to seamlessly track your client relationships and progress. Say goodbye to manual data entry and save valuable time with this smart workflow.
Organize your client management more efficiently with this Clio to Streak automation. Whenever you add a new contact in Clio, a new box will be created in Streak, allowing you to seamlessly track your client relationships and progress. Say goodbye to manual data entry and save valuable time with this smart workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Box
Create a new box.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
