Clio + UpViral integrations
Create UpViral contacts from new Clio activities
Effortlessly keep track of client activities and grow your contact list with this seamless workflow between Clio and UpViral. Whenever a new activity occurs in Clio, a contact will be added to your UpViral campaign, ensuring that your marketing efforts stay up-to-date and effective. Streamline your client management and marketing processes with this time-saving automation.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add ContactAdds a new contact to a campaign.
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More things you can do with Clio and UpViral
Discover other triggers and actions you can use with Clio and UpViral
- 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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