Clio + Tallyfy
Trigger new Clio activities to launch Tallyfy processes
Efficiently manage your legal processes with this Clio and Tallyfy integration. Whenever there's a new activity in Clio, a corresponding process will be launched in Tallyfy, streamlining your workflow and ensuring timely completion of tasks. Stay organized and on top of your legal cases with this seamless automation.
Efficiently manage your legal processes with this Clio and Tallyfy integration. Whenever there's a new activity in Clio, a corresponding process will be launched in Tallyfy, streamlining your workflow and ensuring timely completion of tasks. Stay organized and on top of your legal cases with this seamless automation.
- When this happens...New Activity
Triggers when a new activity 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.