Clio + SuiteDash
Create SuiteDash contacts from new Clio contacts
Efficiently manage your client database by connecting Clio and SuiteDash with this automation. Once set up, every time a new contact is added in Clio, a corresponding contact will be created in SuiteDash. This workflow saves you time and ensures consistency in your client information across both platforms.
Efficiently manage your client database by connecting Clio and SuiteDash with this automation. Once set up, every time a new contact is added in Clio, a corresponding contact will be created in SuiteDash. This workflow saves you time and ensures consistency in your client information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new Contact.
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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 SuiteDash
SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.