Clio + Trolley
Capture new Clio activities and request payment information from Trolley recipients
Effortlessly manage your payments with this convenient workflow connecting Clio and Trolley. When new activity occurs in Clio, it triggers a process that prompts Trolley to request payment information from the recipient. Keep your finances organized while freeing up time for other important tasks.
Effortlessly manage your payments with this convenient workflow connecting Clio and Trolley. When new activity occurs in Clio, it triggers a process that prompts Trolley to request payment information from the recipient. Keep your finances organized while freeing up time for other important tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Request Recipient Payment Information
Request payment information from a recipient.
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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 Trolley
Trolley helps businesses send payouts to (and manage associated tax details for) their vendors,
suppliers, artists, and independent contractors worldwide.