Create leads in Surefire Local Platform from new activities in Clio
Effortlessly streamline your client management process with this Clio and Surefire Local Platform integration. Whenever there's a new activity in Clio, a lead will be created in the Surefire Local Platform, allowing you to instantly capture valuable information and maintain an up-to-date client database. Say goodbye to manual data entry and hello to an efficient, organized workflow.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create LeadCreates a lead from Zapier
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More things you can do with Clio and Surefire Local Platform
Discover other triggers and actions you can use with Clio and Surefire Local Platform
- 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




