Clio + Variance
Create and track Variance events for new Clio contacts
Easily track new Clio contacts in Variance with this efficient workflow. Whenever a new contact is added in Clio, their information will be logged as a contact event in Variance. Save time and ensure consistency in your records by automating this process, so you can focus on building strong relationships with clients.
Easily track new Clio contacts in Variance with this efficient workflow. Whenever a new contact is added in Clio, their information will be logged as a contact event in Variance. Save time and ensure consistency in your records by automating this process, so you can focus on building strong relationships with clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Track Contact Event
Track a new event on a contact.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Variance
Variance hooks into your customer data and makes it easy to access growth signals across product, marketing, and sales.