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Clio + TalentLMS

Add TalentLMS users to courses when new Clio activities occur

Efficiently manage your training programs by connecting Clio and TalentLMS with this workflow. Whenever there is a new activity in Clio, the participant will be added to a course in TalentLMS. This automation helps you ensure all users are enrolled in relevant courses, keeping your team up-to-date and well-trained.

Efficiently manage your training programs by connecting Clio and TalentLMS with this workflow. Whenever there is a new activity in Clio, the participant will be added to a course in TalentLMS. This automation helps you ensure all users are enrolled in relevant courses, keeping your team up-to-date and well-trained.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    TalentLMSTalentLMS
    Add User to Course

    Add a TalentLMS user to a TalentLMS course.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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talentlms logo
talentlms logo

About TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

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