Clio + Vision6
Update Vision6 contacts when new activities occur in Clio
Keep your contacts in Vision6 updated with the latest activity updates from Clio. With this automation workflow, every time there's a new activity in Clio, it will automatically update the respective contact in Vision6. Streamline your contact management and ensure accurate information across the two platforms.
Keep your contacts in Vision6 updated with the latest activity updates from Clio. With this automation workflow, every time there's a new activity in Clio, it will automatically update the respective contact in Vision6. Streamline your contact management and ensure accurate information across the two platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update a Contact
Into a List you choose.
- 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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Vision6
Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.
