Clio + Truss
Create new Truss contacts for every new contact in Clio
When a new contact is added in Clio, this workflow will automatically create an identical contact in the Truss app. This streamlines your process, reducing manual data entry and ensuring uniform contact information across both platforms. Make your operations more efficient and reduce the risk of errors with this automation.
When a new contact is added in Clio, this workflow will automatically create an identical contact in the Truss app. This streamlines your process, reducing manual data entry and ensuring uniform contact information across both platforms. Make your operations more efficient and reduce the risk of errors with this automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a Contact in the system.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Truss
Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.