Clio + Thankster integrations
Create and send Thankster cards for new Clio activities
Effortlessly show your appreciation with this Clio-Thankster integration. When new activity occurs in Clio, this workflow sends personalized thank you cards using Thankster, helping you maintain strong relationships with clients and colleagues. Keep track of your correspondence while saving time and energy, letting you focus on other important tasks.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Send CardsAutomatically send handwritten cards.
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More things you can do with Clio and Thankster
Discover other triggers and actions you can use with Clio and Thankster
- 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
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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