Clio + Tallyfy
Create Tallyfy processes for new Clio contacts
Effortlessly manage your client onboarding process with this Clio and Tallyfy integration. When a new contact is added in Clio, a launch process is initiated in Tallyfy, ensuring your team stays organized and on track. Streamline your workflow, reduce manual work, and improve client satisfaction seamlessly with this automation.
Effortlessly manage your client onboarding process with this Clio and Tallyfy integration. When a new contact is added in Clio, a launch process is initiated in Tallyfy, ensuring your team stays organized and on track. Streamline your workflow, reduce manual work, and improve client satisfaction seamlessly with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Launch Process
Launch a new process using a templates.
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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 Tallyfy
Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.